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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$517K
3
+$313K
4
AMZN icon
Amazon
AMZN
+$270K
5
IQV icon
IQVIA
IQV
+$266K

Top Sells

1
+$1.02M
2
+$639K
3
+$405K
4
COR icon
Cencora
COR
+$354K
5
LOW icon
Lowe's Companies
LOW
+$351K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$53K 0.04%
9,075
202
$51K 0.03%
1,360
203
$51K 0.03%
3,300
-1,350
204
$51K 0.03%
316
205
$50K 0.03%
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206
$48K 0.03%
1,250
-5,000
207
$47K 0.03%
785
208
$47K 0.03%
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209
$46K 0.03%
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210
$45K 0.03%
165
211
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500
212
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541
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213
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358
214
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594
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215
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216
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217
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218
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219
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220
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221
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800
222
$40K 0.03%
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223
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430
224
$39K 0.03%
500
225
$37K 0.02%
1,100
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