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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$517K
3
+$313K
4
AMZN icon
Amazon
AMZN
+$270K
5
IQV icon
IQVIA
IQV
+$266K

Top Sells

1
+$1.02M
2
+$639K
3
+$405K
4
COR icon
Cencora
COR
+$354K
5
LOW icon
Lowe's Companies
LOW
+$351K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.11%
3,003
-100
127
$159K 0.11%
1,078
+250
128
$155K 0.1%
1,681
-1,500
129
$155K 0.1%
2,785
-27
130
$153K 0.1%
3,150
131
$152K 0.1%
1,975
132
$151K 0.1%
1,349
133
$148K 0.1%
+1,200
134
$146K 0.1%
870
135
$143K 0.09%
2,850
-225
136
$137K 0.09%
5,340
137
$137K 0.09%
1,875
138
$136K 0.09%
4,236
139
$135K 0.09%
1,815
140
$133K 0.09%
1,070
141
$130K 0.09%
885
142
$127K 0.08%
2,193
143
$126K 0.08%
1,125
+25
144
$126K 0.08%
1,200
145
$125K 0.08%
400
146
$123K 0.08%
2,088
147
$122K 0.08%
2,350
148
$116K 0.08%
1,070
-2,200
149
$115K 0.08%
670
-1,375
150
$113K 0.07%
3,500
4 5
6
7 8