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
$183M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.34M
3
+$2.49M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.39M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1,000K

Top Sells

1
+$2.39M
2
+$1.46M
3
+$795K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$623K
5
VB icon
Vanguard Small-Cap ETF
VB
+$561K

Sector Composition

1 Technology 11.55%
2 Financials 7.36%
3 Communication Services 7.3%
4 Healthcare 4.47%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-7,925
127
– –
-29,250
128
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-5,325
129
– –
-1,106
130
– –
-14,828
131
– –
-4,860
132
– –
-8,800
133
– –
-12,401
2 3 4 5
6