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

Top Buys

1
+$4.18M
2
+$3.52M
3
+$2.39M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$2.06M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.09M

Top Sells

1
+$2.39M
2
+$1.46M
3
+$837K
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
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-8,800
127
– –
-12,401
128
– –
-7,522
129
– –
-15,550
130
– –
-5,600
131
– –
-29,250
132
– –
-5,325
133
– –
-1,106
2 3 4 5
6