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
$288M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3M
3
+$2.1M
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.2M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.18M

Top Sells

1
+$1.39M
2
+$893K
3
+$863K
4
VB icon
Vanguard Small-Cap ETF
VB
+$808K
5
NKE icon
Nike
NKE
+$689K

Sector Composition

1 Technology 11.12%
2 Financials 7.69%
3 Communication Services 7.04%
4 Consumer Discretionary 4.08%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$232K 0.08%
8,624
+755
152
$231K 0.08%
4,608
+200
153
$230K 0.08%
5,573
+82
154
$229K 0.08%
650
155
$220K 0.08%
620
-352
156
$216K 0.08%
440
-63
157
$214K 0.07%
2,532
158
$212K 0.07%
+1,475
159
$206K 0.07%
+1,444
160
$202K 0.07%
+531
161
$159K 0.06%
14,924
+400
162
– –
-1,053
163
– –
-14,309
164
– –
-27,353
165
– –
-1,112
166
– –
-3,500
3 4 5 6
7