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
+$159K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$967K
3
+$530K
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$368K
5
GMAY icon
FT Vest US Equity Moderate Buffer ETF May
GMAY
+$254K

Top Sells

1
+$1.27M
2
+$1.18M
3
+$959K
4
XJUL icon
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
+$765K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$392K

Sector Composition

1 Technology 3.98%
2 Financials 1.88%
3 Communication Services 1.49%
4 Consumer Discretionary 1.29%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.61K 0.01%
101
352
$7.59K 0.01%
223
353
$7.5K 0.01%
1,582
-1,362
354
$7.29K 0.01%
+150
355
$7.27K 0.01%
66
356
$7.26K 0.01%
89
357
$7.13K 0.01%
109
+1
358
$7.12K 0.01%
150
+2
359
$7.11K 0.01%
200
360
$7.08K 0.01%
106
361
$6.95K 0.01%
150
+100
362
$6.92K 0.01%
222
+2
363
$6.89K 0.01%
225
364
$6.85K 0.01%
168
+1
365
$6.81K 0.01%
64
366
$6.74K 0.01%
+233
367
$6.44K 0.01%
667
368
$6.23K 0.01%
46
+1
369
$6.17K 0.01%
+36
370
$6.04K 0.01%
100
371
$5.83K ﹤0.01%
119
372
$5.82K ﹤0.01%
22
373
$5.7K ﹤0.01%
+50
374
$5.58K ﹤0.01%
150
375
$5.48K ﹤0.01%
120
13 14
15
16 17