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
$135M
AUM Growth
-$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.04M
3
+$786K
4
VHT icon
Vanguard Health Care ETF
VHT
+$731K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$571K

Top Sells

1
+$972K
2
+$918K
3
+$783K
4
INTC icon
Intel
INTC
+$715K
5
SCHW icon
Charles Schwab
SCHW
+$702K

Sector Composition

1 Financials 16.51%
2 Healthcare 8.04%
3 Communication Services 7.29%
4 Consumer Discretionary 6.12%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.56%
9,819
-205
52
$748K 0.55%
6,754
53
$746K 0.55%
1,582
+199
54
$738K 0.55%
22,360
+3,977
55
$738K 0.55%
10,852
+997
56
$734K 0.54%
8,356
+450
57
$731K 0.54%
+4,050
58
$722K 0.54%
8,492
-303
59
$701K 0.52%
4,188
60
$676K 0.5%
12,510
+2,000
61
$672K 0.5%
6,739
62
$664K 0.49%
1,775
-300
63
$652K 0.48%
15,591
-537
64
$647K 0.48%
8,380
65
$640K 0.47%
6,766
+50
66
$639K 0.47%
12,537
+603
67
$631K 0.47%
3,705
68
$620K 0.46%
5,299
+1,535
69
$619K 0.46%
21,023
+125
70
$606K 0.45%
4,050
+2,850
71
$605K 0.45%
3,879
+3,029
72
$605K 0.45%
6,950
73
$603K 0.45%
5,166
74
$583K 0.43%
15,250
+14,944
75
$556K 0.41%
6,814
+100
1 2
3
4 5