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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
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.34M
3
+$9.09M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.7M
5
META icon
Meta Platforms (Facebook)
META
+$1.93M

Top Sells

1
+$2.13M
2
+$1.3M
3
+$1.26M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.2M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.16M

Sector Composition

1 Financials 10.18%
2 Technology 9.52%
3 Communication Services 7.09%
4 Healthcare 4.61%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-360
127
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-2,822
128
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-6,177
129
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-35,487
130
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-13,914
131
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132
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-2,074
133
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134
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135
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-9,479
138
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-10,580
139
– –
-10,000
2 3 4 5
6