CPA

Clear Point Advisors Portfolio holdings

AUM $129M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$968K
3
+$761K
4
FEBW icon
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
+$631K
5
NVDA icon
NVIDIA
NVDA
+$359K

Top Sells

1
+$3.73M
2
+$223K
3
+$215K
4
DBJA
Innovator Double Stacker 9 Buffer ETF - January
DBJA
+$178K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$154K

Sector Composition

1 Technology 3.21%
2 Financials 1.97%
3 Communication Services 1.38%
4 Consumer Discretionary 1.18%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.5K 0.03%
+1,945
227
$34.4K 0.03%
374
+3
228
$33.6K 0.03%
589
-684
229
$33K 0.03%
7,326
230
$32.9K 0.03%
+1,053
231
$32.7K 0.03%
116
232
$32.1K 0.03%
216
+1
233
$31.2K 0.03%
308
+1
234
$31K 0.03%
124
235
$29.8K 0.02%
605
+110
236
$29.4K 0.02%
588
+7
237
$29.3K 0.02%
1,000
238
$29.2K 0.02%
84
239
$29.1K 0.02%
537
+12
240
$28.9K 0.02%
1,035
+10
241
$28.5K 0.02%
226
242
$28.5K 0.02%
416
243
$28.4K 0.02%
301
+1
244
$28.2K 0.02%
209
245
$28K 0.02%
217
+2
246
$27.9K 0.02%
544
+3
247
$27.5K 0.02%
27
248
$27.3K 0.02%
3,124
-4
249
$27.1K 0.02%
498
250
$27K 0.02%
+1,011
8 9
10
11 12