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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.25%
+6,595
77
$372K 0.25%
+2,045
78
$367K 0.24%
+1,470
79
$363K 0.24%
+4,933
80
$356K 0.24%
+2,535
81
$354K 0.23%
+3,105
82
$352K 0.23%
+5,254
83
$349K 0.23%
+8,637
84
$348K 0.23%
+4,693
85
$339K 0.22%
+10,260
86
$335K 0.22%
+3,270
87
$333K 0.22%
+5,174
88
$331K 0.22%
+14,228
89
$331K 0.22%
+4,514
90
$326K 0.22%
+122,000
91
$325K 0.22%
+8,468
92
$315K 0.21%
+5,642
93
$314K 0.21%
+3,637
94
$308K 0.2%
+6,000
95
$307K 0.2%
+2,920
96
$304K 0.2%
+3,181
97
$303K 0.2%
+10,500
98
$299K 0.2%
+9,750
99
$289K 0.19%
+4,744
100
$274K 0.18%
+3,796
2 3
4
5 6