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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1 +$8.49M
2 +$7.11M
3 +$4.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.9M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.76M

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
251
$23.3K 0.02%
+301
252
$23.2K 0.02%
+232
253
$23K 0.02%
+522
254
$22.8K 0.02%
+356
255
$22.7K 0.02%
+582
256
$22.6K 0.02%
+95
257
$22.6K 0.02%
+100
258
$22.5K 0.02%
+416
259
$22.5K 0.02%
+216
260
$22.4K 0.02%
+27
261
$22.1K 0.02%
+150
262
$22K 0.02%
+522
263
$21.7K 0.02%
+2,149
264
$20.3K 0.02%
+193
265
$20.1K 0.02%
+925
266
$19.9K 0.02%
+500
267
$19.7K 0.02%
+210
268
$19.3K 0.02%
+76
269
$19.2K 0.02%
+200
270
$18.5K 0.02%
+365
271
$18.3K 0.02%
+296
272
$17.9K 0.02%
+768
273
$17.9K 0.02%
+115
274
$17.7K 0.02%
+310
275
$17.7K 0.02%
+779