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
$129M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$426K
3
+$260K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$238K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$196K

Top Sells

1
+$256K
2
+$223K
3
+$148K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$140K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$115K

Sector Composition

1 Technology 3.99%
2 Financials 1.92%
3 Communication Services 1.52%
4 Consumer Discretionary 1.31%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.5K 0.03%
2,035
+51
227
$36.6K 0.03%
+453
228
$35.9K 0.03%
1,853
229
$35.4K 0.03%
308
230
$35.4K 0.03%
117
+1
231
$35.3K 0.03%
384
+5
232
$34.5K 0.03%
124
233
$34.1K 0.03%
300
234
$33.8K 0.03%
756
+229
235
$33.3K 0.03%
311
+150
236
$32.9K 0.03%
500
237
$32.7K 0.03%
307
+3
238
$32.6K 0.03%
218
+1
239
$32.1K 0.02%
84
240
$31.7K 0.02%
209
241
$31.4K 0.02%
221
+2
242
$30.9K 0.02%
1,035
243
$30.8K 0.02%
228
+1
244
$30.8K 0.02%
1,000
245
$30.6K 0.02%
608
+2
246
$30.3K 0.02%
203
+1
247
$30.2K 0.02%
+604
248
$30.1K 0.02%
230
+125
249
$29.5K 0.02%
513
250
$29.5K 0.02%
7
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