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
351
$6.46K 0.01%
+64
352
$6.42K 0.01%
+66
353
$6.37K 0.01%
+150
354
$6.32K 0.01%
+18
355
$6.25K 0.01%
+89
356
$6.16K 0.01%
+119
357
$6.15K 0.01%
+117
358
$6.01K 0.01%
+1,200
359
$5.82K 0.01%
+145
360
$5.65K 0.01%
+155
361
$5.59K ﹤0.01%
+119
362
$5.48K ﹤0.01%
+37
363
$5.34K ﹤0.01%
+100
364
$5.2K ﹤0.01%
+250
365
$5.16K ﹤0.01%
+175
366
$5.14K ﹤0.01%
+22
367
$4.87K ﹤0.01%
+40
368
$4.65K ﹤0.01%
+101
369
$4.62K ﹤0.01%
+90
370
$4.57K ﹤0.01%
+100
371
$4.53K ﹤0.01%
+101
372
$4.37K ﹤0.01%
+82
373
$4.34K ﹤0.01%
+48
374
$4.3K ﹤0.01%
+53
375
$4.3K ﹤0.01%
+36
13 14
15
16 17