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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$667K
3
+$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1
+$696K
2
+$514K
3
+$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$153K 0.11%
+4,337
152
$152K 0.11%
6,324
+4
153
$151K 0.11%
441
+41
154
$150K 0.11%
797
-73
155
$149K 0.11%
5,346
-1,386
156
$149K 0.11%
1,228
157
$144K 0.11%
+2,400
158
$144K 0.11%
1,116
+290
159
$144K 0.11%
1,810
+1,510
160
$139K 0.1%
1,200
161
$138K 0.1%
590
162
$137K 0.1%
982
-218
163
$136K 0.1%
2,612
+2,587
164
$135K 0.1%
8,946
165
$134K 0.1%
1,225
166
$133K 0.1%
805
167
$132K 0.1%
2,370
+925
168
$132K 0.1%
2,750
169
$127K 0.09%
625
170
$124K 0.09%
1,381
171
$122K 0.09%
1,750
+60
172
$120K 0.09%
+5,000
173
$116K 0.09%
850
174
$115K 0.09%
2,116
175
$114K 0.09%
2,200
5 6
7
8 9