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
$183M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.52M
3
+$2.39M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$2.06M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.09M

Top Sells

1
+$2.39M
2
+$1.46M
3
+$837K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$623K
5
VB icon
Vanguard Small-Cap ETF
VB
+$561K

Sector Composition

1 Technology 11.55%
2 Financials 7.36%
3 Communication Services 7.3%
4 Healthcare 4.47%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.24%
7,181
-5,134
77
$434K 0.24%
11,061
+69
78
$433K 0.24%
272
-342
79
$433K 0.24%
2,588
80
$414K 0.23%
5,127
-1,025
81
$400K 0.22%
1,319
+495
82
$392K 0.21%
10,146
-745
83
$386K 0.21%
5,948
+100
84
$379K 0.21%
+4,921
85
$366K 0.2%
14,296
-4,845
86
$352K 0.19%
6,894
+449
87
$347K 0.19%
3,557
-60
88
$342K 0.19%
+1,154
89
$332K 0.18%
5,532
+56
90
$330K 0.18%
4,477
-353
91
$325K 0.18%
+330
92
$310K 0.17%
2,689
93
$309K 0.17%
+1,234
94
$308K 0.17%
9,938
+1,765
95
$306K 0.17%
988
-5
96
$298K 0.16%
10,015
+1,440
97
$292K 0.16%
+2,786
98
$291K 0.16%
2,912
+373
99
$282K 0.15%
+904
100
$280K 0.15%
+2,212
2 3
4
5 6