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
$141M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.32M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$893K
5
BND icon
Vanguard Total Bond Market
BND
+$864K

Top Sells

1
+$671K
2
+$650K
3
+$605K
4
EBAY icon
eBay
EBAY
+$550K
5
VB icon
Vanguard Small-Cap ETF
VB
+$480K

Sector Composition

1 Financials 16.01%
2 Technology 9.64%
3 Communication Services 7.64%
4 Healthcare 6.5%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.36%
9,386
+2,162
77
$495K 0.35%
36,689
-8,496
78
$490K 0.35%
5,485
-7,516
79
$488K 0.35%
6,375
80
$472K 0.33%
19,069
81
$466K 0.33%
13,967
-10,190
82
$460K 0.33%
5,240
+965
83
$459K 0.33%
15,147
-2,083
84
$458K 0.32%
9,100
85
$451K 0.32%
3,693
-1,000
86
$443K 0.31%
+2,005
87
$441K 0.31%
16,230
-1,230
88
$440K 0.31%
2,427
-1,137
89
$432K 0.31%
6,229
+25
90
$407K 0.29%
10,500
91
$404K 0.29%
2,795
-555
92
$398K 0.28%
15,500
93
$387K 0.27%
+1,014
94
$383K 0.27%
4,770
-1,971
95
$363K 0.26%
14,467
-2,000
96
$355K 0.25%
1,144
97
$352K 0.25%
4,152
98
$338K 0.24%
+1,379
99
$338K 0.24%
6,561
100
$335K 0.24%
9,725
-1,125
2 3
4
5 6