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
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$7.11M
3
+$4.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.9M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.05%
2 Financials 1.93%
3 Consumer Discretionary 1.32%
4 Communication Services 1.27%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.76K ﹤0.01%
+48
402
$2.72K ﹤0.01%
+121
403
$2.7K ﹤0.01%
+75
404
$2.61K ﹤0.01%
+28
405
$2.57K ﹤0.01%
+100
406
$2.56K ﹤0.01%
+27
407
$2.55K ﹤0.01%
+100
408
$2.41K ﹤0.01%
+282
409
$2.35K ﹤0.01%
+50
410
$2.33K ﹤0.01%
+16
411
$2.28K ﹤0.01%
+134
412
$2.27K ﹤0.01%
+100
413
$2.15K ﹤0.01%
+24
414
$2.14K ﹤0.01%
+30
415
$2.13K ﹤0.01%
+100
416
$2.08K ﹤0.01%
+100
417
$2.08K ﹤0.01%
+170
418
$2.06K ﹤0.01%
+5
419
$2.04K ﹤0.01%
+50
420
$2.04K ﹤0.01%
+11
421
$2.01K ﹤0.01%
+55
422
$1.96K ﹤0.01%
+105
423
$1.96K ﹤0.01%
+100
424
$1.92K ﹤0.01%
+102
425
$1.85K ﹤0.01%
+100
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