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
$141M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.32M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$893K
5
BND icon
Vanguard Total Bond Market
BND
+$864K

Top Sells

1
+$671K
2
+$650K
3
+$605K
4
EBAY icon
eBay
EBAY
+$550K
5
VB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.23%
4,215
102
$326K 0.23%
7,075
+200
103
$324K 0.23%
+2,896
104
– –
-9,750
105
$314K 0.22%
14,000
106
$287K 0.2%
8,535
107
$284K 0.2%
5,800
108
$284K 0.2%
5,100
+150
109
$283K 0.2%
9,697
+392
110
$280K 0.2%
984
+123
111
$280K 0.2%
19,780
+2,000
112
$280K 0.2%
6,689
-200
113
$276K 0.2%
1,365
+100
114
$276K 0.2%
2,240
-1,730
115
$275K 0.2%
+1,013
116
$274K 0.19%
1,610
+305
117
$272K 0.19%
2,205
-163
118
$271K 0.19%
3,344
119
$268K 0.19%
2,919
+55
120
$266K 0.19%
4,565
121
$265K 0.19%
4,030
+25
122
$265K 0.19%
5,291
123
$252K 0.18%
2,310
124
$250K 0.18%
+1,574
125
$246K 0.17%
4,488
+256
2 3 4
5
6