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CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$1.76M
3
+$1.59M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.3M
5
MSFT icon
Microsoft
MSFT
+$1.18M

Top Sells

1
+$7.63M
2
+$2.29M
3
+$1.66M
4
PINS icon
Pinterest
PINS
+$1.32M
5
FSLY icon
Fastly Inc
FSLY
+$1.08M

Sector Composition

1 Technology 12.4%
2 Financials 7.03%
3 Communication Services 4.8%
4 Consumer Discretionary 4.73%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UL icon
126
Unilever
UL
$127B
$350K 0.11%
5,781
-400
TCHP icon
127
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.17B
$347K 0.11%
10,475
+1,705
VWO icon
128
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$345K 0.1%
6,977
+216
IBB icon
129
iShares Biotechnology ETF
IBB
$8.05B
$338K 0.1%
+2,212
WFC icon
130
Wells Fargo
WFC
$258B
$337K 0.1%
7,022
-130
KRE icon
131
State Street SPDR S&P Regional Banking ETF
KRE
$4.28B
$330K 0.1%
4,660
+760
LMT icon
132
Lockheed Martin
LMT
$123B
$323K 0.1%
910
+195
QCOM icon
133
Qualcomm
QCOM
$236B
$323K 0.1%
1,764
+135
XBI icon
134
State Street SPDR S&P Biotech ETF
XBI
$8.3B
$322K 0.1%
+2,876
XLK icon
135
State Street Technology Select Sector SPDR ETF
XLK
$125B
$309K 0.09%
3,560
MCHP icon
136
Microchip Technology
MCHP
$54.3B
$305K 0.09%
3,500
-300
PM icon
137
Philip Morris
PM
$284B
$303K 0.09%
3,192
+635
SBUX icon
138
Starbucks
SBUX
$117B
$296K 0.09%
+2,533
LULU icon
139
lululemon athletica
LULU
$13.4B
$295K 0.09%
753
+10
SPEM icon
140
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$292K 0.09%
7,040
WM icon
141
Waste Management
WM
$87.4B
$291K 0.09%
1,744
-256
KMB icon
142
Kimberly-Clark
KMB
$34.3B
$285K 0.09%
1,993
-100
MDYV icon
143
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.68B
$282K 0.09%
3,964
UP icon
144
Wheels Up
UP
$314M
$282K 0.09%
304
KO icon
145
Coca-Cola
KO
$348B
$266K 0.08%
4,493
SNY icon
146
Sanofi
SNY
$105B
$266K 0.08%
5,308
+268
AGG icon
147
iShares Core US Aggregate Bond ETF
AGG
$138B
$265K 0.08%
2,325
+15
BAX icon
148
Baxter International
BAX
$10.9B
$261K 0.08%
3,036
-176
ISRG icon
149
Intuitive Surgical
ISRG
$148B
$257K 0.08%
+715
SNAP icon
150
Snap
SNAP
$9.16B
$256K 0.08%
+5,450
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