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
251
$23.2K 0.02%
+232
252
$23K 0.02%
+522
253
$22.8K 0.02%
+356
254
$22.7K 0.02%
+582
255
$22.6K 0.02%
+95
256
$22.6K 0.02%
+100
257
$22.5K 0.02%
+416
258
$22.5K 0.02%
+216
259
$22.4K 0.02%
+27
260
$22.1K 0.02%
+150
261
$22K 0.02%
+522
262
$21.7K 0.02%
+2,149
263
$20.3K 0.02%
+193
264
$20.1K 0.02%
+925
265
$19.9K 0.02%
+500
266
$19.7K 0.02%
+210
267
$19.3K 0.02%
+76
268
$19.2K 0.02%
+200
269
$18.5K 0.02%
+365
270
$18.3K 0.02%
+296
271
$17.9K 0.02%
+768
272
$17.9K 0.02%
+115
273
$17.7K 0.02%
+310
274
$17.7K 0.02%
+779
275
$17.6K 0.02%
+640