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
$213K
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$8.62K
2
+$4.71K
3
+$3.91K
4
ZM icon
Zoom
ZM
+$3.23K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.2K

Top Sells

1
+$901K
2
+$492K
3
+$414K
4
VDE icon
Vanguard Energy ETF
VDE
+$224K
5
NFLX icon
Netflix
NFLX
+$1.63K

Sector Composition

1 Technology 34.37%
2 Communication Services 10.84%
3 Industrials 8.92%
4 Energy 6.84%
5 Financials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217 0.1%
+26,864
127
$211 0.1%
4,500
128
$210 0.1%
7,622
+4,710
129
$209 0.1%
750,786
-17,844
130
$206 0.1%
1,473
131
$203 0.1%
34,103
-15,001
132
$203 0.1%
+10,000
133
$201 0.09%
9,340
+2,975
134
$186 0.09%
+6,839
135
$133 0.06%
16,210
136
$58 0.03%
15,689
+6
137
– –
-5,127
138
– –
-7,998
139
– –
-4,450
2 3 4 5
6