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
$245M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.94M
3
+$2.69M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$966K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$918K

Top Sells

1
+$6.05M
2
+$572K
3
+$409K
4
AAPL icon
Apple
AAPL
+$369K
5
WORK
Slack Technologies, Inc.
WORK
+$351K

Sector Composition

1 Technology 11.85%
2 Financials 7.78%
3 Communication Services 7.06%
4 Healthcare 4.22%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$602K 0.25%
2,913
77
$591K 0.24%
11,793
-57
78
$580K 0.24%
7,432
+2,835
79
$572K 0.23%
12,788
-510
80
$546K 0.22%
4,638
81
$523K 0.21%
6,195
-2,293
82
$516K 0.21%
10,500
83
$515K 0.21%
3,823
+2,350
84
$510K 0.21%
14,069
85
$503K 0.21%
300
86
$502K 0.21%
+13,945
87
$500K 0.2%
1,326
-151
88
$499K 0.2%
2,501
-76
89
$494K 0.2%
6,906
-51
90
$492K 0.2%
2,759
+171
91
$472K 0.19%
6,124
+176
92
$465K 0.19%
12,632
+1,566
93
$465K 0.19%
7,710
-1,706
94
$446K 0.18%
1,679
+385
95
$437K 0.18%
6,404
+466
96
$434K 0.18%
14,385
-1,425
97
$429K 0.18%
9,790
+1,690
98
$420K 0.17%
+2,824
99
$416K 0.17%
3,520
+1,210
100
$412K 0.17%
7,068
+597
2 3
4
5 6