CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$667K
3 +$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1 +$696K
2 +$514K
3 +$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-250
502
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503
-31
504
-321
505
-1,565
506
-1,000
507
-1,390
508
-63
509
-44
510
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511
-1,000
512
-45
513
-60
514
-58
515
-2
516
-198
517
-136
518
-60
519
-2
520
-10
521
-50
522
-4
523
-4
524
-38
525
-300