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
$213K
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$8.62K
2
+$4.71K
3
+$3.91K
4
ZM icon
Zoom
ZM
+$3.23K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.2K

Top Sells

1
+$901K
2
+$492K
3
+$414K
4
VDE icon
Vanguard Energy ETF
VDE
+$224K
5
NFLX icon
Netflix
NFLX
+$1.63K

Sector Composition

1 Technology 34.37%
2 Communication Services 10.84%
3 Industrials 8.92%
4 Energy 6.84%
5 Financials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$754 0.35%
5,141
-110
52
$719 0.34%
4,483
53
$717 0.34%
9,848
-46
54
$694 0.33%
1,758
-33
55
$688 0.32%
4,724
+252
56
$665 0.31%
3,369
+1,748
57
$664 0.31%
1,477
+158
58
$662 0.31%
3,215
+526
59
$656 0.31%
403,872
+17,407
60
$645 0.3%
1,943
-30
61
$633 0.3%
20,500
-5,120
62
$628 0.29%
4,100
63
$623 0.29%
235
-37
64
$620 0.29%
1,294
+60
65
$611 0.29%
11,850
-67
66
$591 0.28%
+1,442
67
$581 0.27%
11,066
+1,128
68
$554 0.26%
18,150
-20,063
69
$546 0.26%
+8,749
70
$537 0.25%
35,164
+4,868
71
$534 0.25%
+851
72
$529 0.25%
3,515
-42
73
$524 0.25%
2,725
-236
74
$524 0.25%
10,500
75
$513 0.24%
7,129
-122
1 2
3
4 5