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
$141M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.32M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$893K
5
BND icon
Vanguard Total Bond Market
BND
+$864K

Top Sells

1
+$671K
2
+$650K
3
+$605K
4
EBAY icon
eBay
EBAY
+$550K
5
VB icon
Vanguard Small-Cap ETF
VB
+$480K

Sector Composition

1 Financials 16.01%
2 Technology 9.64%
3 Communication Services 7.64%
4 Healthcare 6.5%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.17%
2,838
-1,000
127
$235K 0.17%
3,143
128
$229K 0.16%
+1,189
129
$223K 0.16%
1,637
-611
130
$222K 0.16%
9,000
131
$222K 0.16%
8,627
-1,726
132
$216K 0.15%
+4,729
133
$213K 0.15%
+4,496
134
$206K 0.15%
1,130
-75
135
$204K 0.14%
+3,200
136
$176K 0.12%
+18,844
137
$59K 0.04%
+21,650
138
– –
-3,635
139
– –
-4,796
140
– –
-1,800
141
– –
-19,603
142
– –
-4,479
143
– –
-5,061
144
– –
-9,590
145
– –
-9,613
146
– –
-10,383
147
– –
-7,360
148
– –
-4,050
2 3 4 5
6