CPA

Clear Point Advisors Portfolio holdings

AUM $119M
1-Year Est. Return 13%
This Quarter Est. Return
1 Year Est. Return
+13%
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. Large Cap 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
426
$2.36K ﹤0.01%
100
427
$2.33K ﹤0.01%
50
428
$2.32K ﹤0.01%
176
-1,770
429
$2.29K ﹤0.01%
102
430
$2.27K ﹤0.01%
30
431
$2.25K ﹤0.01%
100
432
$2.14K ﹤0.01%
55
433
$2.13K ﹤0.01%
100
434
$2.11K ﹤0.01%
100
435
$2.09K ﹤0.01%
5
436
$1.91K ﹤0.01%
21
437
$1.8K ﹤0.01%
30
438
$1.79K ﹤0.01%
105
439
$1.77K ﹤0.01%
41
440
$1.66K ﹤0.01%
200
441
$1.63K ﹤0.01%
100
442
$1.57K ﹤0.01%
54
443
$1.56K ﹤0.01%
5
444
$1.51K ﹤0.01%
25
445
$1.5K ﹤0.01%
5
446
$1.49K ﹤0.01%
7
447
$1.49K ﹤0.01%
14
448
$1.49K ﹤0.01%
10
449
$1.38K ﹤0.01%
32
450
$1.37K ﹤0.01%
26
16 17
18
19 20