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
$213K
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$8.62K
2
+$4.71K
3
+$3.91K
4
ZM icon
Zoom
ZM
+$3.23K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.2K

Top Sells

1
+$901K
2
+$492K
3
+$414K
4
VDE icon
Vanguard Energy ETF
VDE
+$224K
5
NFLX icon
Netflix
NFLX
+$1.63K

Sector Composition

1 Technology 34.37%
2 Communication Services 10.84%
3 Industrials 8.92%
4 Energy 6.84%
5 Financials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6K 17.18%
13,298
+1,420
2
$13.8K 6.5%
6,957
-224
3
$13K 6.09%
41,420
-4,380
4
$12.4K 5.82%
8,488
-1,024
5
$10.5K 4.93%
175,920
-12,800
6
$8.62K 4.04%
+15,263
7
$7.27K 3.41%
7,284
8
$4.71K 2.21%
+14,367
9
$3.69K 1.73%
5,948
+416
10
$3.33K 1.56%
8,497
-2,323
11
$3.33K 1.56%
1,898
+30
12
$3.23K 1.52%
+809
13
$3.05K 1.43%
3,045
+501
14
$3.04K 1.43%
1,214
+310
15
$2.8K 1.31%
12,714
-68
16
$2.38K 1.12%
6,471
+1,550
17
$2.23K 1.04%
10,902
18
$2.22K 1.04%
2,832
+46
19
$2.16K 1.01%
929,721
+192,349
20
$1.76K 0.83%
22,688
+829
21
$1.73K 0.81%
4,638
22
$1.65K 0.78%
5,377
-160
23
$1.65K 0.77%
6,256
-30
24
$1.64K 0.77%
680
-675
25
$1.64K 0.77%
20,044
-1,100
1
2 3 4 5