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
$141M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.32M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$893K
5
BND icon
Vanguard Total Bond Market
BND
+$864K

Top Sells

1
+$671K
2
+$650K
3
+$605K
4
EBAY icon
eBay
EBAY
+$550K
5
VB icon
Vanguard Small-Cap ETF
VB
+$480K

Sector Composition

1 Financials 16.01%
2 Technology 9.64%
3 Communication Services 7.64%
4 Healthcare 6.5%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.5%
1,527
-50
52
$710K 0.5%
13,834
-993
53
$701K 0.5%
9,763
-279
54
$693K 0.49%
12,273
+2,000
55
$680K 0.48%
10,537
+1,857
56
$678K 0.48%
16,596
-7,500
57
$670K 0.48%
+13,609
58
$661K 0.47%
4,110
-1,191
59
$659K 0.47%
8,112
+200
60
$644K 0.46%
11,234
-7,720
61
$643K 0.46%
3,594
-35
62
$640K 0.45%
6,518
63
$633K 0.45%
3,646
-1,080
64
$630K 0.45%
21,073
+850
65
$617K 0.44%
1,717
+517
66
$613K 0.43%
15,802
+211
67
$595K 0.42%
6,950
68
$582K 0.41%
10,913
-2,005
69
$581K 0.41%
4,833
70
$546K 0.39%
3,607
-272
71
$536K 0.38%
6,214
72
$522K 0.37%
+17,265
73
$520K 0.37%
13,977
-5,241
74
$511K 0.36%
4,638
75
$508K 0.36%
9,789
+904
1 2
3
4 5