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
$288M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3M
3
+$2.1M
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.2M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.18M

Top Sells

1
+$1.39M
2
+$893K
3
+$863K
4
VB icon
Vanguard Small-Cap ETF
VB
+$808K
5
NKE icon
Nike
NKE
+$689K

Sector Composition

1 Technology 11.12%
2 Financials 7.69%
3 Communication Services 7.04%
4 Consumer Discretionary 4.08%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.1%
2,319
127
$295K 0.1%
780
-22
128
$289K 0.1%
10,450
+1,100
129
$289K 0.1%
5,487
-100
130
$285K 0.1%
3,800
-300
131
$280K 0.1%
2,000
-240
132
$271K 0.09%
743
-306
133
$270K 0.09%
+3,670
134
$269K 0.09%
11,150
135
$269K 0.09%
6,075
136
$268K 0.09%
+3,964
137
$266K 0.09%
2,310
138
$263K 0.09%
1,780
-163
139
$262K 0.09%
1,900
+215
140
$261K 0.09%
2,632
-498
141
$259K 0.09%
3,212
-100
142
$257K 0.09%
7,823
+200
143
$251K 0.09%
+8,284
144
$251K 0.09%
7,450
-41,369
145
$250K 0.09%
1,455
146
$250K 0.09%
3,130
-975
147
$249K 0.09%
2,323
-250
148
$243K 0.08%
4,493
+127
149
$240K 0.08%
+620
150
$234K 0.08%
2,967
+15
3 4 5
6
7