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
$256M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.94M
3
+$1.41M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$869K

Top Sells

1
+$13M
2
+$8.96M
3
+$1.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$702K

Sector Composition

1 Technology 10.82%
2 Financials 7.99%
3 Communication Services 6.04%
4 Healthcare 4.37%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$618K 0.24%
17,058
+4,426
77
$565K 0.22%
2,325
-400
78
$556K 0.22%
1,576
+250
79
$544K 0.21%
+14,309
80
$541K 0.21%
6,330
-487
81
$529K 0.21%
1,733
+54
82
$528K 0.21%
4,438
+872
83
$520K 0.2%
1,883
-478
84
$519K 0.2%
2,859
+35
85
$486K 0.19%
14,944
+875
86
$486K 0.19%
14,385
87
$478K 0.19%
8,553
+843
88
$476K 0.19%
2,053
+60
89
$465K 0.18%
14,295
+350
90
$453K 0.18%
36,978
+18,853
91
$447K 0.17%
2,794
+35
92
$445K 0.17%
3,713
+918
93
$442K 0.17%
300
94
$438K 0.17%
+11,222
95
$437K 0.17%
10,336
+1,090
96
$436K 0.17%
8,526
+209
97
$428K 0.17%
2,495
-6
98
$425K 0.17%
9,170
-620
99
$420K 0.16%
5,579
-825
100
$412K 0.16%
+1,851
2 3
4
5 6