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
276
$17.6K 0.02%
+640
277
$17.4K 0.02%
+367
278
$17.2K 0.02%
+2,000
279
$16.9K 0.01%
+205
280
$16.4K 0.01%
+513
281
$16K 0.01%
+39
282
$15.7K 0.01%
+170
283
$15.4K 0.01%
+203
284
$15.3K 0.01%
+272
285
$15.2K 0.01%
+160
286
$15.1K 0.01%
+299
287
$14.4K 0.01%
+110
288
$14.3K 0.01%
+467
289
$14.3K 0.01%
+187
290
$14.3K 0.01%
+497
291
$14.2K 0.01%
+222
292
$14.2K 0.01%
+400
293
$14K 0.01%
+302
294
$13K 0.01%
+156
295
$13K 0.01%
+500
296
$12.7K 0.01%
+310
297
$12.6K 0.01%
+606
298
$12.4K 0.01%
+321
299
$12.1K 0.01%
+132
300
$12.1K 0.01%
+100
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