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
101
$406K 0.16%
30,716
-750
102
$391K 0.15%
5,060
-1,846
103
$389K 0.15%
10,253
+2,388
104
$388K 0.15%
976
+78
105
$382K 0.15%
2,748
-1,075
106
$373K 0.15%
3,214
107
$367K 0.14%
1,898
108
$362K 0.14%
7,663
+300
109
$356K 0.14%
+7,869
110
$353K 0.14%
6,783
-5,010
111
$348K 0.14%
4,439
+207
112
$346K 0.14%
4,105
-75
113
$336K 0.13%
+1,017
114
$326K 0.13%
1,727
+47
115
$322K 0.13%
1,049
-130
116
$318K 0.12%
831
117
$318K 0.12%
4,100
118
$316K 0.12%
1,597
+40
119
$310K 0.12%
+972
120
$300K 0.12%
+5,381
121
$298K 0.12%
5,287
+162
122
$296K 0.12%
802
+25
123
$290K 0.11%
3,839
-2,285
124
$289K 0.11%
+2,240
125
$279K 0.11%
+3,312
3 4
5
6 7