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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.43%
+13,539
52
$619K 0.41%
+10,600
53
$614K 0.41%
+6,800
54
$609K 0.4%
+8,448
55
$605K 0.4%
+6,750
56
$602K 0.4%
+20,270
57
$591K 0.39%
+13,520
58
$586K 0.39%
+6,617
59
$577K 0.38%
+9,158
60
$538K 0.36%
+8,599
61
$522K 0.35%
+4,291
62
$519K 0.34%
+14,500
63
$495K 0.33%
+3,008
64
$492K 0.33%
+13,470
65
$481K 0.32%
+4,455
66
$480K 0.32%
+19,300
67
$480K 0.32%
+9,887
68
$460K 0.31%
+15,213
69
$454K 0.3%
+3,875
70
$442K 0.29%
+10,100
71
$430K 0.29%
+5,050
72
$421K 0.28%
+4,042
73
$413K 0.27%
+6,600
74
$412K 0.27%
+6,450
75
$402K 0.27%
+5,300
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3
4 5