CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
1-Year Est. Return
23.76%
1 Year Est. Return
+23.76%
AUM
$292M
AUM Growth
+$4.27M
(+1.5%)
Holding
179
Top Buys
| 1 | +$6.51M | |
| 2 | +$3.03M | |
| 3 | +$1.61M | |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.14M |
| 5 |
VanEck Oil Services ETF
OIH
|
+$920K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$866K | |
| 3 | +$760K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$505K |
| 5 |
Microsoft
MSFT
|
+$446K |
Sector Composition
| 1 | Technology | 11.05% |
| 2 | Financials | 7.18% |
| 3 | Communication Services | 5.41% |
| 4 | Consumer Discretionary | 3.85% |
| 5 | Healthcare | 3.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Appian
APPN
$2.08B
| – | – |
-1,900
|
|