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
376
$5.46K ﹤0.01%
250
377
$5.31K ﹤0.01%
+182
378
$5.28K ﹤0.01%
40
379
$5.1K ﹤0.01%
101
380
– –
0
381
$4.9K ﹤0.01%
36
382
$4.81K ﹤0.01%
124
383
$4.68K ﹤0.01%
48
384
$4.58K ﹤0.01%
82
385
$4.57K ﹤0.01%
122
386
$4.56K ﹤0.01%
53
387
$4.56K ﹤0.01%
61
388
$4.55K ﹤0.01%
102
+1
389
$4.54K ﹤0.01%
100
390
$4.52K ﹤0.01%
80
391
$4.39K ﹤0.01%
127
+1
392
$4.2K ﹤0.01%
168
393
$4.17K ﹤0.01%
100
394
$4.11K ﹤0.01%
136
+1
395
$4.05K ﹤0.01%
90
396
$3.95K ﹤0.01%
103
397
$3.88K ﹤0.01%
157
398
$3.81K ﹤0.01%
175
399
$3.7K ﹤0.01%
56
400
$3.69K ﹤0.01%
+25
14 15
16
17 18