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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66K 0.04%
+395
177
$66K 0.04%
+650
178
$62K 0.04%
+565
179
$62K 0.04%
+660
180
$61K 0.04%
+2,100
181
$61K 0.04%
+488
182
$60K 0.04%
+805
183
$59K 0.04%
+800
184
$59K 0.04%
+295
185
$59K 0.04%
+708
186
$57K 0.04%
+7,500
187
$56K 0.04%
+4,650
188
$54K 0.04%
+374
189
$53K 0.04%
+2,380
190
$53K 0.04%
+1,830
191
$52K 0.03%
+1,000
192
$51K 0.03%
+755
193
$51K 0.03%
+2,193
194
$50K 0.03%
+375
195
$49K 0.03%
+9,075
196
$47K 0.03%
+165
197
$47K 0.03%
+1,360
198
$47K 0.03%
+425
199
$47K 0.03%
+316
200
$45K 0.03%
+983
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8
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