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
376
$5.46K ﹤0.01%
18
377
$5.44K ﹤0.01%
250
378
$5.41K ﹤0.01%
101
379
$5.27K ﹤0.01%
182
380
$5.25K ﹤0.01%
77
+75
381
$5.11K ﹤0.01%
+110
382
$4.99K ﹤0.01%
77
+75
383
$4.93K ﹤0.01%
3
+1
384
$4.82K ﹤0.01%
48
385
$4.8K ﹤0.01%
137
+1
386
$4.68K ﹤0.01%
80
387
$4.65K ﹤0.01%
53
388
$4.65K ﹤0.01%
36
389
$4.63K ﹤0.01%
150
390
$4.6K ﹤0.01%
175
391
$4.56K ﹤0.01%
82
392
$4.54K ﹤0.01%
102
393
$4.49K ﹤0.01%
129
+2
394
$4.47K ﹤0.01%
168
395
$4.37K ﹤0.01%
122
396
$4.34K ﹤0.01%
40
397
$4.29K ﹤0.01%
100
398
$4.03K ﹤0.01%
38
399
$4.03K ﹤0.01%
100
400
$4.02K ﹤0.01%
62
+1
14 15
16
17 18