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
426
$2.49K ﹤0.01%
10
427
$2.47K ﹤0.01%
16
428
$2.43K ﹤0.01%
100
429
$2.43K ﹤0.01%
111
430
$2.32K ﹤0.01%
100
431
$2.31K ﹤0.01%
24
432
$2.23K ﹤0.01%
30
433
$2.21K ﹤0.01%
50
-67
434
$2.21K ﹤0.01%
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435
$2.18K ﹤0.01%
100
436
$2.14K ﹤0.01%
56
+1
437
$2.12K ﹤0.01%
75
-49
438
$2.12K ﹤0.01%
+100
439
$2.1K ﹤0.01%
27
440
$2K ﹤0.01%
100
441
$2K ﹤0.01%
102
442
$1.87K ﹤0.01%
100
443
$1.78K ﹤0.01%
30
444
$1.69K ﹤0.01%
106
+1
445
$1.69K ﹤0.01%
41
446
$1.65K ﹤0.01%
25
447
$1.65K ﹤0.01%
5
448
$1.64K ﹤0.01%
21
449
$1.59K ﹤0.01%
5
450
$1.59K ﹤0.01%
54
16 17
18
19 20