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
301
$13.4K 0.01%
156
302
$13.2K 0.01%
132
303
$12.9K 0.01%
400
304
$12.6K 0.01%
314
+3
305
$12.6K 0.01%
200
306
$12.5K 0.01%
100
307
$12.3K 0.01%
375
-3,122
308
$12.2K 0.01%
155
-50
309
$12K 0.01%
213
310
$12K 0.01%
1,323
311
$11.8K 0.01%
168
-290
312
$11.5K 0.01%
162
313
$11.5K 0.01%
104
314
$11.5K 0.01%
403
+1
315
$11.3K 0.01%
425
316
$11.2K 0.01%
44
317
$11.2K 0.01%
29
318
$11.1K 0.01%
557
-53
319
$11.1K 0.01%
42
320
$11.1K 0.01%
137
321
$11.1K 0.01%
+105
322
$10.8K 0.01%
223
+2
323
$10.8K 0.01%
250
324
$10.6K 0.01%
201
325
$10.5K 0.01%
+89
11 12
13
14 15