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
451
$1.36K ﹤0.01%
22
452
$1.34K ﹤0.01%
19
453
$1.33K ﹤0.01%
50
454
$1.33K ﹤0.01%
27
455
$1.33K ﹤0.01%
5
456
$1.28K ﹤0.01%
10
457
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52
458
$1.22K ﹤0.01%
30
459
$1.19K ﹤0.01%
10
460
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128
461
$1.01K ﹤0.01%
25
462
$999 ﹤0.01%
12
463
$997 ﹤0.01%
45
464
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6
+3
465
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11
+1
466
$930 ﹤0.01%
+20
467
$905 ﹤0.01%
27
468
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469
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10
470
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213
+2
471
$849 ﹤0.01%
100
472
$841 ﹤0.01%
12
473
$821 ﹤0.01%
26
474
$783 ﹤0.01%
300
475
$761 ﹤0.01%
39
+2
17 18
19
20 21