CPA

Clear Point Advisors Portfolio holdings

AUM $129M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1 +$7.91M
2 +$6.59M
3 +$4.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.62M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.05%
2 Financials 1.93%
3 Consumer Discretionary 1.32%
4 Communication Services 1.27%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28.6K 0.03%
+1,000
227
$28.6K 0.03%
+300
228
$28.3K 0.03%
+307
229
$28.2K 0.02%
+215
230
$27.7K 0.02%
+541
231
$27.2K 0.02%
+1,025
232
$26.6K 0.02%
+526
233
$26.2K 0.02%
+525
234
$26.2K 0.02%
+84
235
$26.1K 0.02%
+154
236
$26.1K 0.02%
+215
237
$26K 0.02%
+498
238
$25.7K 0.02%
+226
239
$25.7K 0.02%
+209
240
$25.5K 0.02%
+202
241
$25.4K 0.02%
+520
242
$25.4K 0.02%
+321
243
$25.3K 0.02%
+500
244
$24.8K 0.02%
+7
245
$24.8K 0.02%
+86
246
$24.7K 0.02%
+516
247
$24.4K 0.02%
+184
248
$24.4K 0.02%
+495
249
$23.8K 0.02%
+240
250
$23.3K 0.02%
+301