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
351
$8.11K 0.01%
89
352
$8.08K 0.01%
110
+1
353
$8.04K 0.01%
224
+1
354
$7.99K 0.01%
300
355
$7.93K 0.01%
98
356
$7.72K 0.01%
224
+2
357
$7.7K 0.01%
+55
358
$7.68K 0.01%
169
+1
359
$7.67K 0.01%
107
+1
360
$7.48K 0.01%
666
-1
361
$7.43K 0.01%
225
362
$7.36K 0.01%
64
363
$7.24K 0.01%
116
-114
364
$7.24K 0.01%
150
365
$7.22K 0.01%
66
366
$7.16K 0.01%
200
367
$7.13K 0.01%
+169
368
$6.84K 0.01%
45
369
$6.75K 0.01%
150
370
$6.64K 0.01%
150
371
$6.63K 0.01%
233
372
$6.52K 0.01%
+276
373
$6.36K ﹤0.01%
18
374
$6.31K ﹤0.01%
162
+33
375
$6.21K ﹤0.01%
46
13 14
15
16 17