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
$221M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.7M
3
+$7.26M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.5M
5
BND icon
Vanguard Total Bond Market
BND
+$4.11M

Top Sells

1
+$2.7M
2
+$658K
3
+$447K
4
FDC
First Data Corporation
FDC
+$392K
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$315K

Sector Composition

1 Financials 11.4%
2 Technology 6.4%
3 Communication Services 5.54%
4 Industrials 4.76%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
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