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
+$159K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$967K
3
+$530K
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$368K
5
GMAY icon
FT Vest US Equity Moderate Buffer ETF May
GMAY
+$254K

Top Sells

1
+$1.27M
2
+$1.18M
3
+$959K
4
XJUL icon
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
+$765K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$392K

Sector Composition

1 Technology 3.98%
2 Financials 1.88%
3 Communication Services 1.49%
4 Consumer Discretionary 1.29%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.6K 0.03%
308
227
$31.5K 0.03%
209
228
$31K 0.03%
124
229
$30.5K 0.03%
550
+13
230
$30.5K 0.03%
7,326
231
$30.2K 0.02%
219
+2
232
$30K 0.02%
1,000
233
$30K 0.02%
217
+1
234
$29.9K 0.02%
1,035
235
$29.6K 0.02%
116
236
$29.5K 0.02%
606
+1
237
$28.3K 0.02%
304
+3
238
$28.3K 0.02%
589
239
$28.2K 0.02%
550
+6
240
$27.7K 0.02%
7
241
$27.7K 0.02%
227
+1
242
$27.3K 0.02%
88
+1
243
$27.3K 0.02%
361
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244
$27.2K 0.02%
513
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245
$26.8K 0.02%
500
246
$26.7K 0.02%
202
247
$26.7K 0.02%
232
248
$25.6K 0.02%
582
249
$25.4K 0.02%
154
250
$25.2K 0.02%
531
+2
8 9
10
11 12