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
$122M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$968K
3
+$761K
4
FEBW icon
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
+$631K
5
NVDA icon
NVIDIA
NVDA
+$359K

Top Sells

1
+$3.73M
2
+$223K
3
+$215K
4
DBJA
Innovator Double Stacker 9 Buffer ETF - January
DBJA
+$178K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$154K

Sector Composition

1 Technology 3.21%
2 Financials 1.97%
3 Communication Services 1.38%
4 Consumer Discretionary 1.18%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.49K 0.01%
66
352
$7.4K 0.01%
100
353
$7.32K 0.01%
248
+4
354
$7.29K 0.01%
200
355
$7.2K 0.01%
220
+1
356
$7.13K 0.01%
89
357
$7.05K 0.01%
167
+2
358
$7.01K 0.01%
115
359
$6.98K 0.01%
62
360
$6.98K 0.01%
106
361
$6.76K 0.01%
148
+3
362
$6.75K 0.01%
45
363
$6.63K 0.01%
225
364
$6.44K 0.01%
667
+200
365
$6.28K 0.01%
+100
366
$6.24K 0.01%
18
367
$6.19K 0.01%
64
368
$5.97K ﹤0.01%
150
369
$5.88K ﹤0.01%
117
370
$5.85K ﹤0.01%
119
371
$5.82K ﹤0.01%
100
372
$5.8K ﹤0.01%
38
+1
373
$5.73K ﹤0.01%
+150
374
$5.69K ﹤0.01%
120
+1
375
$5.66K ﹤0.01%
22
13 14
15
16 17