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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$667K
3
+$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1
+$696K
2
+$514K
3
+$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$111K 0.08%
3,183
+2,958
177
$108K 0.08%
3,162
178
$108K 0.08%
660
+508
179
$108K 0.08%
2,181
-2,820
180
$107K 0.08%
+1,470
181
$106K 0.08%
3,014
182
$106K 0.08%
1,285
183
$106K 0.08%
440
184
$105K 0.08%
1,318
185
$105K 0.08%
4,000
186
$105K 0.08%
+4,050
187
$105K 0.08%
1,416
+166
188
$104K 0.08%
860
+35
189
$101K 0.08%
1,541
190
$100K 0.07%
540
191
$100K 0.07%
1,155
192
$99K 0.07%
726
+85
193
$99K 0.07%
1,356
194
$96K 0.07%
2,710
195
$93K 0.07%
2,093
-375
196
$89K 0.07%
+3,000
197
$89K 0.07%
4,250
+2,000
198
$89K 0.07%
3,188
199
$88K 0.07%
740
+250
200
$88K 0.07%
720
6 7
8
9 10