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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
+2.23%
1 Year Est. Return
+23.76%
3 Year Est. Return
+88.51%
5 Year Est. Return
+113.78%
10 Year Est. Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
70.35%
Top 10 Holdings %
Top 10 Hldgs %
40.97%
Holding
424
New
417
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$6.48M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.63M |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$3.07M |
| 4 |
Vanguard Total Bond Market
BND
|
+$2.82M |
| 5 |
Apple
AAPL
|
+$2.39M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.02% |
| 2 | Healthcare | 7.6% |
| 3 | Consumer Staples | 5.46% |
| 4 | Communication Services | 5.2% |
| 5 | Industrials | 5.19% |
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Clear Perspective Advisors's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for Clear Perspective Advisors, which disclosed 424 positions worth $151M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 42,058 shares worth $6.86M.
By sector, the portfolio is most concentrated in Financials at 12% of assets, followed by Healthcare and Consumer Staples.
- Clear Perspective Advisors's largest Q4 2016 buy was Berkshire Hathaway Class B: 42,058 shares worth $6.86M.
- Clear Perspective Advisors's ten largest holdings make up 41% of its $151M portfolio in Q4 2016.
- Clear Perspective Advisors disclosed 424 positions in Q4 2016, its first 13F filing on record.
Based on Clear Perspective Advisors's 13F filing for Q4 2016, filed 15 May 2017.