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
$288M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3M
3
+$2.1M
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.2M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.18M

Top Sells

1
+$1.39M
2
+$893K
3
+$863K
4
VB icon
Vanguard Small-Cap ETF
VB
+$808K
5
NKE icon
Nike
NKE
+$689K

Sector Composition

1 Technology 11.12%
2 Financials 7.69%
3 Communication Services 7.04%
4 Consumer Discretionary 4.08%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.38%
5,813
52
$1.07M 0.37%
7,917
-466
53
$1.01M 0.35%
12,924
+98
54
$995K 0.35%
4,333
-37
55
$992K 0.34%
24,758
+25
56
$988K 0.34%
9,712
+939
57
$988K 0.34%
45,452
+126
58
$966K 0.34%
17,234
-992
59
$953K 0.33%
2,381
+191
60
$947K 0.33%
6,393
-194
61
$906K 0.31%
+3,948
62
$871K 0.3%
14,186
-4,506
63
$797K 0.28%
20,352
+3,294
64
$795K 0.28%
3,567
-25
65
$779K 0.27%
3,438
+1,587
66
$778K 0.27%
11,649
+690
67
$778K 0.27%
3,186
+132
68
$770K 0.27%
14,524
-79
69
$763K 0.26%
4,594
-64
70
$731K 0.25%
6,981
-385
71
$731K 0.25%
16,630
+6,294
72
$713K 0.25%
2,235
+502
73
$709K 0.25%
1,793
+217
74
$685K 0.24%
2,888
-50
75
$661K 0.23%
12,837
-200
1 2
3
4 5