Clear Perspective Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$13.1M |
| 2 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$4.59M |
| 3 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$1.35M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.11M |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$855K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$13M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$9.12M |
| 3 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$1.41M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.28M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$683K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.82% |
| 2 | Financials | 7.99% |
| 3 | Communication Services | 6.04% |
| 4 | Healthcare | 4.37% |
| 5 | Consumer Discretionary | 4.14% |
Similar funds
Clear Perspective Advisors's Q1 2021 Portfolio in Review
As of Q1 2021, Clear Perspective Advisors held 168 positions worth $256M, up 4.5% from $245M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Clear Perspective Advisors's Q1 2021 filing shows 26 new, 72 increased, 41 reduced and 16 closed positions. Its largest new stake was First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF: 255,735 shares worth $13.1M. The largest sale was State Street SPDR Portfolio Short Term Treasury ETF, an estimated $13M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Communication Services.
- Clear Perspective Advisors's largest Q1 2021 buy was First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF: 255,735 shares worth $13.1M.
- Clear Perspective Advisors added most to Invesco S&P 500 High Beta ETF in Q1 2021, an estimated $4.59M increase.
- Clear Perspective Advisors's biggest Q1 2021 reduction was Vanguard Intermediate-Term Treasury ETF, cutting an estimated $9.12M.
- Clear Perspective Advisors fully exited State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021, selling an estimated $13M.
- Clear Perspective Advisors's ten largest holdings make up 50% of its $256M portfolio in Q1 2021.
- Clear Perspective Advisors opened 26 new positions and closed 16 in Q1 2021.
- Clear Perspective Advisors's portfolio value rose 4.5% quarter-over-quarter to $256M.
Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.