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
326
$8.31K 0.01%
+104
327
$8.3K 0.01%
+81
328
$8.19K 0.01%
+152
329
$7.95K 0.01%
+207
330
$7.82K 0.01%
+109
331
$7.79K 0.01%
+108
332
$7.51K 0.01%
+25
333
$7.5K 0.01%
+200
334
$7.4K 0.01%
+292
335
$7.3K 0.01%
+1,323
336
$7.25K 0.01%
+300
337
$7.23K 0.01%
+100
338
$7.15K 0.01%
+7,968
339
$7.14K 0.01%
+45
340
$7.05K 0.01%
+219
341
$7.02K 0.01%
+49
342
$6.91K 0.01%
+2,375
343
$6.76K 0.01%
+124
344
$6.75K 0.01%
+244
345
$6.73K 0.01%
+62
346
$6.69K 0.01%
+165
347
$6.5K 0.01%
+225
348
$6.5K 0.01%
+106
349
$6.48K 0.01%
+200
350
$6.47K 0.01%
+115
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