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
51
$699K 0.52%
120,760
+3,360
52
$693K 0.52%
9,940
+15
53
$693K 0.52%
9,131
+3,705
54
$675K 0.5%
6,684
55
$667K 0.5%
4,266
-15
56
$667K 0.5%
+12,771
57
$666K 0.5%
2,983
+297
58
$659K 0.49%
11,362
-366
59
$647K 0.48%
8,667
+2,310
60
$624K 0.47%
+21,512
61
$619K 0.46%
2,095
+767
62
$616K 0.46%
11,955
-154
63
$610K 0.46%
10,101
+1,203
64
$585K 0.44%
42,061
+3,015
65
$579K 0.43%
13,084
+2,025
66
$573K 0.43%
6,950
67
$572K 0.43%
21,241
+189
68
$569K 0.42%
3,705
69
$566K 0.42%
4,500
70
$566K 0.42%
4,167
-465
71
$560K 0.42%
16,644
+47
72
$558K 0.42%
17,720
+7,217
73
$538K 0.4%
5,141
+587
74
$525K 0.39%
8,710
-341
75
$517K 0.39%
6,855
+1,000
1 2
3
4 5