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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$171K 0.11%
+3,468
127
$165K 0.11%
+2,406
128
$164K 0.11%
+2,171
129
$151K 0.1%
+3,150
130
$150K 0.1%
+3,103
131
$150K 0.1%
+2,668
132
$149K 0.1%
+1,975
133
$146K 0.1%
+1,349
134
$145K 0.1%
+3,075
135
$143K 0.09%
+2,812
136
$139K 0.09%
+870
137
$135K 0.09%
+5,340
138
$133K 0.09%
+1,875
139
$131K 0.09%
+1,100
140
$129K 0.09%
+2,088
141
$127K 0.08%
+4,236
142
$125K 0.08%
+4,190
143
$124K 0.08%
+1,070
144
$122K 0.08%
+1,815
145
$122K 0.08%
+2,193
146
$121K 0.08%
+400
147
$119K 0.08%
+885
148
$119K 0.08%
+2,350
149
$119K 0.08%
+1,200
150
$112K 0.07%
+9,269
4 5
6
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