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
1
$6.86M 4.55%
+42,058
2
$5.76M 3.82%
+28,078
3
$3.19M 2.12%
+24,763
4
$2.78M 1.84%
+34,415
5
$2.44M 1.62%
+84,156
6
$2.15M 1.43%
+16,327
7
$2.08M 1.38%
+22,330
8
$2.05M 1.36%
+37,122
9
$1.8M 1.19%
+17,430
10
$1.73M 1.15%
+15,487
11
$1.58M 1.05%
+20,231
12
$1.55M 1.03%
+40,280
13
$1.55M 1.03%
+22,535
14
$1.52M 1.01%
+15,727
15
$1.46M 0.97%
+18,734
16
$1.46M 0.97%
+30,750
17
$1.45M 0.96%
+12,597
18
$1.43M 0.95%
+20,060
19
$1.41M 0.93%
+9,297
20
$1.31M 0.87%
+12,625
21
$1.3M 0.86%
+18,892
22
$1.29M 0.86%
+19,062
23
$1.26M 0.84%
+12,035
24
$1.15M 0.76%
+786
25
$1.03M 0.68%
+8,751
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