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
$135M
AUM Growth
-$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.04M
3
+$786K
4
VHT icon
Vanguard Health Care ETF
VHT
+$731K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$571K

Top Sells

1
+$972K
2
+$918K
3
+$783K
4
INTC icon
Intel
INTC
+$715K
5
SCHW icon
Charles Schwab
SCHW
+$702K

Sector Composition

1 Financials 16.51%
2 Healthcare 8.04%
3 Communication Services 7.29%
4 Consumer Discretionary 6.12%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$547K 0.41%
2,390
-383
77
$545K 0.4%
6,924
-1,350
78
$543K 0.4%
4,813
+260
79
$519K 0.38%
4,833
80
$511K 0.38%
7,119
+60
81
$503K 0.37%
32,549
-2,900
82
$502K 0.37%
17,650
-2,503
83
$499K 0.37%
3,846
+82
84
$493K 0.37%
3,798
85
$483K 0.36%
7,498
-3,720
86
$468K 0.35%
6,375
-93
87
$451K 0.33%
9,273
-35
88
$444K 0.33%
2,270
89
$441K 0.33%
12,943
+12,582
90
$436K 0.32%
19,069
91
$436K 0.32%
14,008
+13,592
92
$430K 0.32%
5,515
-500
93
$426K 0.32%
10,500
94
$423K 0.31%
3,720
-350
95
$421K 0.31%
6,775
-100
96
$408K 0.3%
17,640
-60
97
$407K 0.3%
22,000
98
$402K 0.3%
72,504
+2,572
99
$384K 0.28%
15,500
-2,000
100
$382K 0.28%
41,319
2 3
4
5 6