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
$183M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.52M
3
+$2.39M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$2.06M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.09M

Top Sells

1
+$2.39M
2
+$1.46M
3
+$837K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$623K
5
VB icon
Vanguard Small-Cap ETF
VB
+$561K

Sector Composition

1 Technology 11.55%
2 Financials 7.36%
3 Communication Services 7.3%
4 Healthcare 4.47%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$664K 0.36%
10,902
52
$633K 0.35%
7,251
-531
53
$617K 0.34%
1,355
-477
54
$616K 0.34%
5,537
-935
55
$591K 0.32%
+15,602
56
$583K 0.32%
4,472
-1,490
57
$575K 0.31%
3,072
+1,055
58
$568K 0.31%
2,961
+51
59
$554K 0.3%
11,878
-2,132
60
$546K 0.3%
2,544
-498
61
$546K 0.3%
4,638
62
$544K 0.3%
19,702
+1,094
63
$540K 0.29%
13,290
+2,170
64
$530K 0.29%
9,666
-583
65
$515K 0.28%
5,251
-1,985
66
$515K 0.28%
13,287
-950
67
$502K 0.27%
3,204
+384
68
$498K 0.27%
22,475
+10,364
69
$492K 0.27%
3,289
-442
70
$490K 0.27%
2,988
71
$478K 0.26%
14,069
-5,000
72
$475K 0.26%
8,085
+2,622
73
$472K 0.26%
11,917
-1,667
74
$453K 0.25%
10,500
75
$444K 0.24%
15,810
+630
1 2
3
4 5