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
$256M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.94M
3
+$1.41M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$869K

Top Sells

1
+$13M
2
+$8.96M
3
+$1.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$702K

Sector Composition

1 Technology 10.82%
2 Financials 7.99%
3 Communication Services 6.04%
4 Healthcare 4.37%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.11%
3,130
+610
127
$276K 0.11%
5,587
-203
128
$276K 0.11%
+2,319
129
$266K 0.1%
+6,081
130
$265K 0.1%
+27,353
131
$263K 0.1%
2,310
-1,210
132
$258K 0.1%
1,943
133
$255K 0.1%
9,350
+600
134
$252K 0.1%
+2,573
135
$247K 0.1%
6,075
136
$246K 0.1%
11,150
-645
137
$246K 0.1%
+3,500
138
$244K 0.1%
+3,743
139
$243K 0.1%
+650
140
$240K 0.09%
4,408
141
$239K 0.09%
+503
142
$237K 0.09%
+7,623
143
$230K 0.09%
4,366
-162
144
$226K 0.09%
1,455
145
$224K 0.09%
1,685
-90
146
$224K 0.09%
2,952
-7,675
147
$214K 0.08%
+2,532
148
$212K 0.08%
+5,491
149
$212K 0.08%
+1,053
150
$202K 0.08%
+1,112
3 4 5
6
7