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
$129M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$426K
3
+$260K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$238K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$196K

Top Sells

1
+$256K
2
+$223K
3
+$148K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$140K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$115K

Sector Composition

1 Technology 3.99%
2 Financials 1.92%
3 Communication Services 1.52%
4 Consumer Discretionary 1.31%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14.7K 0.01%
507
+3
302
$14.7K 0.01%
234
303
$14.6K 0.01%
133
+1
304
$14.5K 0.01%
156
305
$14.4K 0.01%
305
+1
306
$14.3K 0.01%
500
307
$14K 0.01%
100
308
$14K 0.01%
155
309
$13.3K 0.01%
400
310
$13.1K 0.01%
566
+9
311
$13.1K 0.01%
317
+3
312
$13K 0.01%
29
313
$12.7K 0.01%
44
314
$12.7K 0.01%
375
315
$12.6K 0.01%
213
316
$12.6K 0.01%
400
317
$12.5K 0.01%
406
+3
318
$12.4K 0.01%
66
319
$12.2K 0.01%
200
320
$12.2K 0.01%
250
321
$12.2K 0.01%
104
322
$12.2K 0.01%
1,323
323
$12K 0.01%
70
-1
324
$11.8K 0.01%
137
325
$11.7K 0.01%
42
11 12
13
14 15