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
326
$11.4K 0.01%
+201
327
$11.3K 0.01%
201
328
$11.2K 0.01%
27
329
$11.1K 0.01%
89
330
$11.1K 0.01%
586
331
$11.1K 0.01%
226
+3
332
$10.9K 0.01%
99
333
$10.6K 0.01%
68
334
$10.3K 0.01%
200
335
$10.2K 0.01%
425
336
$10.2K 0.01%
530
337
$10.1K 0.01%
26
338
$10K 0.01%
103
339
$9.86K 0.01%
73
340
$9.56K 0.01%
105
341
$9.49K 0.01%
107
+1
342
$9.18K 0.01%
36
343
$9K 0.01%
152
344
$8.96K 0.01%
143
345
$8.93K 0.01%
101
346
$8.8K 0.01%
214
+2
347
$8.7K 0.01%
151
+1
348
$8.49K 0.01%
253
+2
349
$8.35K 0.01%
200
350
$8.12K 0.01%
1,582