CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$519K
2 +$468K
3 +$353K
4
SBUX icon
Starbucks
SBUX
+$344K
5
VDE icon
Vanguard Energy ETF
VDE
+$299K

Top Sells

1 +$490K
2 +$423K
3 +$301K
4
BGS icon
B&G Foods
BGS
+$226K
5
COR icon
Cencora
COR
+$225K

Sector Composition

1 Financials 14.78%
2 Healthcare 8.49%
3 Technology 7.51%
4 Communication Services 7.09%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-200
502
-300
503
-134