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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$667K
3
+$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1
+$696K
2
+$514K
3
+$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.16%
1,885
-695
127
$214K 0.16%
1,522
-95
128
$211K 0.16%
4,062
129
$210K 0.16%
2,579
-70
130
$198K 0.15%
4,048
-70
131
$198K 0.15%
2,985
-5,575
132
$198K 0.15%
3,754
-1,299
133
$197K 0.15%
743
+296
134
$197K 0.15%
5,269
135
$193K 0.14%
3,200
136
$189K 0.14%
2,365
137
$182K 0.14%
2,788
+285
138
$180K 0.13%
1,649
139
$179K 0.13%
1,170
140
$177K 0.13%
1,941
+211
141
$177K 0.13%
1,979
+840
142
$174K 0.13%
1,869
-92
143
$173K 0.13%
4,236
144
$170K 0.13%
1,249
145
$169K 0.13%
1,151
-10
146
$169K 0.13%
3,880
-411
147
$169K 0.13%
1,875
148
$162K 0.12%
910
+25
149
$161K 0.12%
462
+50
150
$158K 0.12%
1,875
4 5
6
7 8