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
401
$3.91K ﹤0.01%
41
402
$3.9K ﹤0.01%
100
403
$3.84K ﹤0.01%
97
+1
404
$3.76K ﹤0.01%
51
405
$3.73K ﹤0.01%
157
406
$3.71K ﹤0.01%
104
+1
407
$3.64K ﹤0.01%
25
408
$3.62K ﹤0.01%
56
409
$3.6K ﹤0.01%
50
410
$3.46K ﹤0.01%
100
411
$3.34K ﹤0.01%
52
412
$3.21K ﹤0.01%
1,001
+1,000
413
$3.16K ﹤0.01%
90
414
$3.15K ﹤0.01%
31
-31
415
$3.08K ﹤0.01%
80
416
$3.05K ﹤0.01%
+100
417
$3.03K ﹤0.01%
48
418
$3K ﹤0.01%
110
419
$2.97K ﹤0.01%
124
+1
420
$2.92K ﹤0.01%
+157
421
$2.89K ﹤0.01%
29
+1
422
$2.88K ﹤0.01%
136
+1
423
$2.75K ﹤0.01%
100
424
$2.68K ﹤0.01%
100
425
$2.67K ﹤0.01%
75
15 16
17
18 19