CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+6.08%
1 Year Return
+23.76%
3 Year Return
+88.51%
5 Year Return
+113.77%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(-5.7%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-8.71%
Top 10 Holdings %
Top 10 Hldgs %
33.22%
Holding
495
New
8
Increased
50
Reduced
50
Closed
349
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.24M |
| 2 |
PepsiCo
PEP
|
$1.04M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$786K |
| 4 |
Vanguard Health Care ETF
VHT
|
$731K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$571K |
Top Sells
| 1 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$972K |
| 2 |
Verizon
VZ
|
$918K |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$783K |
| 4 |
Intel
INTC
|
$715K |
| 5 |
Charles Schwab
SCHW
|
$702K |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Healthcare | 8.04% |
| 3 | Communication Services | 7.29% |
| 4 | Consumer Discretionary | 6.12% |
| 5 | Technology | 5.8% |
