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
301
$12K 0.01%
+233
302
$11.9K 0.01%
+200
303
$11.7K 0.01%
+45
304
$11.2K 0.01%
+100
305
$11.1K 0.01%
+162
306
$11K 0.01%
+101
307
$10.9K 0.01%
+400
308
$10.9K 0.01%
+104
309
$10.8K 0.01%
+425
310
$10.8K 0.01%
+586
311
$10.7K 0.01%
+27
312
$10.5K 0.01%
+218
313
$10.4K 0.01%
+201
314
$10.3K 0.01%
+280
315
$9.98K 0.01%
+99
316
$9.94K 0.01%
+44
317
$9.87K 0.01%
+200
318
$9.7K 0.01%
+68
319
$9.51K 0.01%
+296
320
$9.34K 0.01%
+42
321
$9.04K 0.01%
+250
322
$9K 0.01%
+29
323
$8.9K 0.01%
+1,939
324
$8.76K 0.01%
+103
325
$8.35K 0.01%
+73
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