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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$517K
3
+$313K
4
AMZN icon
Amazon
AMZN
+$270K
5
IQV icon
IQVIA
IQV
+$266K

Top Sells

1
+$1.02M
2
+$639K
3
+$405K
4
COR icon
Cencora
COR
+$354K
5
LOW icon
Lowe's Companies
LOW
+$351K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$110K 0.07%
9,469
+200
152
$109K 0.07%
590
153
$101K 0.07%
2,000
154
$99K 0.07%
4,350
155
$99K 0.07%
+1,500
156
$97K 0.06%
4,000
157
$95K 0.06%
625
158
$94K 0.06%
1,508
159
$92K 0.06%
2,200
160
$91K 0.06%
1,400
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161
$87K 0.06%
1,585
-2,211
162
$86K 0.06%
1,318
163
$84K 0.06%
3,188
164
$83K 0.05%
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165
$82K 0.05%
1,295
166
$82K 0.05%
565
167
$82K 0.05%
1,285
168
$82K 0.05%
440
169
$81K 0.05%
488
170
$79K 0.05%
1,590
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171
$79K 0.05%
725
172
$77K 0.05%
436
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173
$76K 0.05%
540
174
$75K 0.05%
2,925
175
$74K 0.05%
60
5 6
7
8 9