CPA
Clear Point Advisors Portfolio holdings
AUM
$119M
1-Year Return
13%
This Quarter Return
+6.41%
1 Year Return
+13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$8.42M
(+7.4%)
Cap. Flow
+$2.56M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
35.46%
Holding
594
New
41
Increased
158
Reduced
67
Closed
16
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Financials | 1.97% |
| 3 | Communication Services | 1.38% |
| 4 | Consumer Discretionary | 1.18% |
| 5 | Healthcare | 1.08% |
