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
$256M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.94M
3
+$1.41M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$869K

Top Sells

1
+$13M
2
+$8.96M
3
+$1.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$702K

Sector Composition

1 Technology 10.82%
2 Financials 7.99%
3 Communication Services 6.04%
4 Healthcare 4.37%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$148K 0.06%
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