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
201
$86K 0.06%
6,800
-210
202
$85K 0.06%
565
203
$84K 0.06%
1,151
204
$83K 0.06%
253
-291
205
$83K 0.06%
1,152
-201
206
$81K 0.06%
985
-2,315
207
$81K 0.06%
4,420
+3,570
208
$80K 0.06%
1,830
209
$80K 0.06%
1,600
210
$76K 0.06%
1,190
211
$76K 0.06%
1,008
+258
212
$73K 0.05%
750
213
$72K 0.05%
+300
214
$70K 0.05%
1,460
+1,400
215
$69K 0.05%
295
216
$69K 0.05%
1,175
217
$68K 0.05%
395
218
$68K 0.05%
1,180
219
$67K 0.05%
1,600
220
$66K 0.05%
1,461
-174
221
$65K 0.05%
842
222
$65K 0.05%
375
223
$64K 0.05%
250
224
$62K 0.05%
521
-110
225
$62K 0.05%
970
7 8
9
10 11