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
251
$29.3K 0.02%
556
+6
252
$29.1K 0.02%
362
+1
253
$28.9K 0.02%
582
254
$28.4K 0.02%
534
+3
255
$28.4K 0.02%
88
256
$28K 0.02%
27
257
$27.2K 0.02%
232
258
$26.9K 0.02%
532
-57
259
$26.3K 0.02%
925
260
$26.2K 0.02%
154
261
$26K 0.02%
240
262
$25.8K 0.02%
3,124
263
$25.7K 0.02%
7,968
264
$25.6K 0.02%
3,179
+2,800
265
$25.4K 0.02%
670
-997
266
$25.2K 0.02%
314
+5
267
$25.1K 0.02%
522
+2
268
$24.9K 0.02%
212
+1
269
$24.9K 0.02%
100
270
$24.6K 0.02%
538
+5
271
$24.4K 0.02%
675
+25
272
$24.2K 0.02%
2,340
+65
273
$22.6K 0.02%
191
-39
274
$22.4K 0.02%
500
275
$22.3K 0.02%
200
9 10
11
12 13