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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$111K 0.07%
+3,500
152
$105K 0.07%
+2,090
153
$103K 0.07%
+828
154
$101K 0.07%
+2,000
155
$95K 0.06%
+823
156
$94K 0.06%
+590
157
$88K 0.06%
+625
158
$87K 0.06%
+3,014
159
$86K 0.06%
+1,508
160
$84K 0.06%
+4,350
161
$82K 0.05%
+1,295
162
$81K 0.05%
+4,000
163
$81K 0.05%
+2,925
164
$81K 0.05%
+1,300
165
$80K 0.05%
+1,318
166
$78K 0.05%
+725
167
$78K 0.05%
+3,188
168
$77K 0.05%
+1,285
169
$76K 0.05%
+440
170
$72K 0.05%
+912
171
$71K 0.05%
+540
172
$71K 0.05%
+60
173
$70K 0.05%
+2,200
174
$69K 0.05%
+1,750
175
$68K 0.05%
+870
5 6
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