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
426
$1.83K ﹤0.01%
+90
427
$1.81K ﹤0.01%
+30
428
$1.78K ﹤0.01%
+200
429
$1.76K ﹤0.01%
+689
430
$1.62K ﹤0.01%
+21
431
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+10
432
$1.6K ﹤0.01%
+41
433
$1.56K ﹤0.01%
+25
434
$1.53K ﹤0.01%
+54
435
$1.51K ﹤0.01%
+14
436
$1.47K ﹤0.01%
+7
437
$1.46K ﹤0.01%
+30
438
$1.31K ﹤0.01%
+27
439
$1.24K ﹤0.01%
+52
440
$1.24K ﹤0.01%
+26
441
$1.23K ﹤0.01%
+19
442
$1.22K ﹤0.01%
+32
443
$1.22K ﹤0.01%
+5
444
$1.21K ﹤0.01%
+10
445
$1.2K ﹤0.01%
+5
446
$1.11K ﹤0.01%
+128
447
$1.09K ﹤0.01%
+10
448
$1.08K ﹤0.01%
+22
449
$973 ﹤0.01%
+45
450
$953 ﹤0.01%
+25
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