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
+$159K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$967K
3
+$530K
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$368K
5
GMAY icon
FT Vest US Equity Moderate Buffer ETF May
GMAY
+$254K

Top Sells

1
+$1.27M
2
+$1.18M
3
+$959K
4
XJUL icon
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
+$765K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$392K

Sector Composition

1 Technology 3.98%
2 Financials 1.88%
3 Communication Services 1.49%
4 Consumer Discretionary 1.29%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18.5K 0.02%
300
+4
277
$17.9K 0.01%
513
278
$17.8K 0.01%
367
279
$17.7K 0.01%
116
280
$17.3K 0.01%
779
281
$17.3K 0.01%
543
+13
282
$17.2K 0.01%
1,446
+46
283
$17.1K 0.01%
39
284
$16.8K 0.01%
95
285
$16.6K 0.01%
272
286
$16.5K 0.01%
2,000
287
$16K 0.01%
299
288
$15.9K 0.01%
365
289
$15.9K 0.01%
174
+2
290
$15.4K 0.01%
161
291
$14.8K 0.01%
234
292
$14.6K 0.01%
110
293
$14.5K 0.01%
227
+2
294
$14.4K 0.01%
400
295
$14.4K 0.01%
323
+1
296
$14.3K 0.01%
230
+115
297
$14.1K 0.01%
504
+3
298
$14.1K 0.01%
71
+22
299
$13.9K 0.01%
500
300
$13.8K 0.01%
304
+1
10 11
12
13 14