CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
1-Year Est. Return
23.76%
1 Year Est. Return
+23.76%
AUM
$329M
AUM Growth
+$37.1M
(+13%)
Holding
190
Top Buys
| 1 | +$9.67M | |
| 2 | +$1.86M | |
| 3 | +$1.55M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.3M |
| 5 |
Microsoft
MSFT
|
+$1.22M |
Top Sells
| 1 | +$7.72M | |
| 2 | +$2.28M | |
| 3 | +$1.65M | |
| 4 |
Pinterest
PINS
|
+$1.32M |
| 5 |
Fastly
FSLY
|
+$1.08M |
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Financials | 7.03% |
| 3 | Communication Services | 4.8% |
| 4 | Consumer Discretionary | 4.73% |
| 5 | Healthcare | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Goldman Sachs
GS
$232B
| $203K | 0.06% |
531
|
|
||
177
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.9B
| $202K | 0.06% |
+1,826
|
|
||
178
iShares S&P 500 Growth ETF
IVW
$65.8B
| $200K | 0.06% |
+2,396
|
|
||
|
DRE
179
DELISTED
Duke Realty Corp.
DRE
| $200K | 0.06% |
+3,048
|
|
||
180
Deutsche Bank
DB
$64.7B
| $152K | 0.05% |
12,198
+1,974
|
|
||
|
ZNGA
181
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $70K | 0.02% |
10,950
-3,250
|
|
||
|
182
Fastly
FSLY
$1.16B
| – | – |
-26,713
|
|
||
|
183
Pinterest
PINS
$22B
| – | – |
-25,858
|
|
||
184
Palantir
PLTR
$423B
| – | – |
-10,775
|
|
||
185
Roku
ROKU
$13.9B
| – | – |
-1,538
|
|
||
186
Walmart
WMT
$859B
| – | – |
-7,851
|
|
||
187
Zillow
Z
$17.7B
| – | – |
-2,951
|
|
||
|
GEN
188
DELISTED
Genesis Healthcare, Inc.
GEN
| – | – |
-396,093
|
|