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
$245M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.94M
3
+$2.69M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$966K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$918K

Top Sells

1
+$6.05M
2
+$572K
3
+$409K
4
AAPL icon
Apple
AAPL
+$369K
5
WORK
Slack Technologies, Inc.
WORK
+$351K

Sector Composition

1 Technology 11.85%
2 Financials 7.78%
3 Communication Services 7.06%
4 Healthcare 4.22%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$918K 0.38%
+8,997
52
$882K 0.36%
8,235
+29
53
$879K 0.36%
5,477
-1,745
54
$867K 0.35%
5,848
-408
55
$848K 0.35%
5,036
-341
56
$781K 0.32%
12,078
-636
57
$780K 0.32%
2,224
+90
58
$775K 0.32%
10,627
-275
59
$767K 0.31%
35,297
+10
60
$736K 0.3%
23,012
+324
61
$718K 0.29%
4,251
-178
62
$717K 0.29%
5,065
-76
63
$703K 0.29%
1,406
-56
64
$699K 0.29%
3,592
-97
65
$682K 0.28%
8,510
-1,780
66
$682K 0.28%
5,601
+2,232
67
$680K 0.28%
+14,606
68
$661K 0.27%
4,526
-198
69
$657K 0.27%
2,725
70
$644K 0.26%
6,817
-312
71
$639K 0.26%
2,871
+393
72
$631K 0.26%
10,178
+982
73
$617K 0.25%
2,361
-684
74
$615K 0.25%
13,037
-95
75
$611K 0.25%
2,809
-23
1 2
3
4 5