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
$129M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$426K
3
+$260K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$238K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$196K

Top Sells

1
+$256K
2
+$223K
3
+$148K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$140K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$115K

Sector Composition

1 Technology 3.99%
2 Financials 1.92%
3 Communication Services 1.52%
4 Consumer Discretionary 1.31%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.75K ﹤0.01%
16
427
$2.74K ﹤0.01%
100
428
$2.65K ﹤0.01%
27
429
$2.62K ﹤0.01%
+100
430
$2.6K ﹤0.01%
111
431
$2.55K ﹤0.01%
11
432
$2.5K ﹤0.01%
100
433
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56
434
$2.5K ﹤0.01%
10
435
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24
436
$2.41K ﹤0.01%
100
437
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50
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$2.38K ﹤0.01%
30
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$2.21K ﹤0.01%
100
440
$2.16K ﹤0.01%
100
441
$2.05K ﹤0.01%
102
442
$2.05K ﹤0.01%
107
+1
443
$2.04K ﹤0.01%
25
444
$1.99K ﹤0.01%
100
445
$1.98K ﹤0.01%
16
446
$1.97K ﹤0.01%
21
447
$1.96K ﹤0.01%
5
448
$1.94K ﹤0.01%
5
449
$1.89K ﹤0.01%
22
450
$1.85K ﹤0.01%
100
16 17
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19 20