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
$122M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$968K
3
+$761K
4
FEBW icon
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
+$631K
5
NVDA icon
NVIDIA
NVDA
+$359K

Top Sells

1
+$3.73M
2
+$223K
3
+$215K
4
DBJA
Innovator Double Stacker 9 Buffer ETF - January
DBJA
+$178K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$154K

Sector Composition

1 Technology 3.21%
2 Financials 1.97%
3 Communication Services 1.38%
4 Consumer Discretionary 1.18%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18.8K 0.02%
296
277
$18.5K 0.02%
95
278
$18.5K 0.02%
365
279
$18.4K 0.02%
116
+1
280
$18.1K 0.01%
39
281
$18K 0.01%
640
282
$17.9K 0.01%
205
283
$17.6K 0.01%
367
284
$17.5K 0.01%
779
285
$16.7K 0.01%
513
286
$16.7K 0.01%
+530
287
$16.4K 0.01%
+1,400
288
$16.3K 0.01%
161
+1
289
$15.8K 0.01%
172
+2
290
$15.8K 0.01%
272
291
$15.5K 0.01%
2,000
292
$15.4K 0.01%
299
293
$15.3K 0.01%
110
294
$15.1K 0.01%
181
-22
295
$15.1K 0.01%
400
296
$14.8K 0.01%
234
+1
297
$14.5K 0.01%
225
+3
298
$14.2K 0.01%
2,944
+1,005
299
$14.1K 0.01%
+140
300
$13.9K 0.01%
501
+4
10 11
12
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