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
101
$427K 0.15%
10,806
+553
102
$427K 0.15%
7,304
-1,249
103
$426K 0.15%
+9,060
104
$423K 0.15%
4,960
-100
105
$417K 0.14%
970
-6
106
$399K 0.14%
3,443
-270
107
$398K 0.14%
7,763
+100
108
$391K 0.14%
+4,413
109
$389K 0.14%
8,162
-364
110
$377K 0.13%
3,214
111
$374K 0.13%
30,188
-528
112
$374K 0.13%
1,547
-50
113
$370K 0.13%
+12,250
114
$368K 0.13%
+7,053
115
$368K 0.13%
6,768
-15
116
$367K 0.13%
5,005
+1,166
117
$366K 0.13%
5,815
+528
118
$359K 0.12%
4,437
-2
119
$354K 0.12%
2,643
-105
120
$345K 0.12%
1,000
-17
121
$334K 0.12%
1,735
+8
122
$324K 0.11%
7,152
-4,070
123
$320K 0.11%
+14,820
124
$316K 0.11%
+2,182
125
$315K 0.11%
6,934
+853
3 4
5
6 7