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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$517K
3
+$313K
4
AMZN icon
Amazon
AMZN
+$270K
5
IQV icon
IQVIA
IQV
+$266K

Top Sells

1
+$1.02M
2
+$639K
3
+$405K
4
COR icon
Cencora
COR
+$354K
5
LOW icon
Lowe's Companies
LOW
+$351K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$576K 0.38%
8,859
+260
52
$563K 0.37%
8,300
+30
53
$556K 0.37%
4,291
54
$543K 0.36%
11,500
-2,039
55
$535K 0.35%
8,595
+2,000
56
$519K 0.34%
6,325
-475
57
$516K 0.34%
15,912
-6,851
58
$513K 0.34%
16,336
-5,991
59
$507K 0.34%
9,887
60
$504K 0.33%
4,694
-1,250
61
$496K 0.33%
19,800
+500
62
$467K 0.31%
9,340
-4,180
63
$465K 0.31%
3,875
64
$465K 0.31%
2,693
-315
65
$458K 0.3%
4,042
66
$454K 0.3%
5,050
67
$445K 0.29%
4,105
-350
68
$440K 0.29%
8,100
-2,500
69
$431K 0.28%
10,970
-2,500
70
$421K 0.28%
17,512
+8,087
71
$415K 0.27%
6,450
72
$412K 0.27%
5,300
73
$407K 0.27%
4,833
-100
74
$383K 0.25%
5,404
+150
75
$377K 0.25%
2,545
+10
1 2
3
4 5