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
$143M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.95M
3
+$1.35M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$895K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$690K

Top Sells

1
+$3.29M
2
+$2.48M
3
+$1.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.45M
5
PEP icon
PepsiCo
PEP
+$1.1M

Sector Composition

1 Financials 15.21%
2 Technology 8.91%
3 Healthcare 8.14%
4 Communication Services 7.62%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.52%
15,212
+1,572
52
$728K 0.51%
8,795
+128
53
$702K 0.49%
13,746
+975
54
$690K 0.48%
1,383
55
$690K 0.48%
+2,000
56
$686K 0.48%
6,754
+70
57
$679K 0.47%
10,024
-184
58
$674K 0.47%
2,773
-210
59
$671K 0.47%
113,360
-7,400
60
$671K 0.47%
11,218
-144
61
$667K 0.47%
18,383
+579
62
$660K 0.46%
9,855
-85
63
$659K 0.46%
6,739
-1,575
64
$658K 0.46%
7,906
-1,225
65
$656K 0.46%
4,188
-78
66
$647K 0.45%
15,071
+1,987
67
$644K 0.45%
11,934
-21
68
$622K 0.44%
6,716
+2,616
69
$606K 0.42%
3,705
70
$594K 0.42%
8,380
+1,525
71
$589K 0.41%
20,898
+8,640
72
$585K 0.41%
1,200
-2,967
73
$577K 0.4%
6,950
74
$569K 0.4%
10,510
-2,500
75
$555K 0.39%
16,128
-516
1 2
3
4 5