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
201
$45K 0.03%
+1,170
202
$44K 0.03%
+1,155
203
$43K 0.03%
+1,050
204
$43K 0.03%
+358
205
$42K 0.03%
+1,375
206
$42K 0.03%
+700
207
$41K 0.03%
+577
208
$40K 0.03%
+450
209
$40K 0.03%
+1,390
210
$40K 0.03%
+500
211
$40K 0.03%
+800
212
$39K 0.03%
+785
213
$38K 0.03%
+500
214
$37K 0.02%
+490
215
$37K 0.02%
+1,360
216
$37K 0.02%
+900
217
$36K 0.02%
+1,109
218
$36K 0.02%
+1,330
219
$36K 0.02%
+586
220
$36K 0.02%
+3,210
221
$34K 0.02%
+450
222
$34K 0.02%
+250
223
$34K 0.02%
+1,165
224
$34K 0.02%
+430
225
$33K 0.02%
+800
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9
10 11