CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+11.4%
1 Year Return
+23.76%
3 Year Return
+88.51%
5 Year Return
+113.77%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+17%)
Cap. Flow
+$6.03M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
36.04%
Holding
148
New
14
Increased
42
Reduced
49
Closed
12
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.72M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.32M |
| 3 |
Amazon
AMZN
|
$1.15M |
| 4 |
Apple
AAPL
|
$893K |
| 5 |
Vanguard Total Bond Market
BND
|
$864K |
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$671K |
| 2 |
Vanguard Health Care ETF
VHT
|
$650K |
| 3 |
Mastercard
MA
|
$605K |
| 4 |
eBay
EBAY
|
$550K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$480K |
Sector Composition
| 1 | Financials | 16.01% |
| 2 | Technology | 9.64% |
| 3 | Communication Services | 7.64% |
| 4 | Healthcare | 6.5% |
| 5 | Consumer Discretionary | 4.82% |
