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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.18%
+3,435
102
$265K 0.18%
+4,710
103
$262K 0.17%
+4,019
104
$254K 0.17%
+3,678
105
$252K 0.17%
+5,257
106
$249K 0.17%
+6,062
107
$238K 0.16%
+2,865
108
$235K 0.16%
+4,683
109
$235K 0.16%
+5,291
110
$231K 0.15%
+6,250
111
$225K 0.15%
+3,340
112
$223K 0.15%
+3,120
113
$212K 0.14%
+4,413
114
$209K 0.14%
+9,425
115
$208K 0.14%
+2,243
116
$198K 0.13%
+4,765
117
$198K 0.13%
+3,420
118
$197K 0.13%
+1,900
119
$196K 0.13%
+4,275
120
$192K 0.13%
+3,150
121
$189K 0.13%
+4,265
122
$186K 0.12%
+1,174
123
$186K 0.12%
+5,800
124
$176K 0.12%
+1,132
125
$171K 0.11%
+8,247
3 4
5
6 7