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
$288M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3M
3
+$2.1M
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.2M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.18M

Top Sells

1
+$1.39M
2
+$893K
3
+$863K
4
VB icon
Vanguard Small-Cap ETF
VB
+$808K
5
NKE icon
Nike
NKE
+$689K

Sector Composition

1 Technology 11.12%
2 Financials 7.69%
3 Communication Services 7.04%
4 Consumer Discretionary 4.08%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$649K 0.23%
43,702
+6,724
77
$648K 0.22%
2,656
-290
78
$631K 0.22%
2,325
79
$615K 0.21%
7,910
-4,274
80
$570K 0.2%
1,163
+332
81
$556K 0.19%
6,092
-238
82
$536K 0.19%
4,638
-3,294
83
$532K 0.18%
11,150
+1,980
84
$526K 0.18%
+6,000
85
$524K 0.18%
2,783
-76
86
$519K 0.18%
13,755
-630
87
$518K 0.18%
15,235
+940
88
$504K 0.18%
14,943
-1
89
$502K 0.17%
2,325
-170
90
$481K 0.17%
3,112
-4,457
91
$475K 0.16%
4,444
+6
92
$467K 0.16%
2,822
+28
93
$467K 0.16%
300
94
$462K 0.16%
5,537
-42
95
$460K 0.16%
1,898
96
$448K 0.16%
2,057
+4
97
$448K 0.16%
7,102
+1,721
98
$441K 0.15%
1,497
-386
99
$438K 0.15%
3,777
-5,613
100
$430K 0.15%
5,907
+2,164
2 3
4
5 6