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
451
$1.57K ﹤0.01%
7
452
$1.57K ﹤0.01%
5
453
$1.55K ﹤0.01%
10
454
$1.55K ﹤0.01%
+58
455
$1.51K ﹤0.01%
32
456
$1.51K ﹤0.01%
22
457
$1.48K ﹤0.01%
16
+4
458
$1.46K ﹤0.01%
14
459
$1.38K ﹤0.01%
26
460
$1.34K ﹤0.01%
27
461
$1.29K ﹤0.01%
19
462
$1.26K ﹤0.01%
10
463
$1.26K ﹤0.01%
52
464
$1.25K ﹤0.01%
379
465
$1.24K ﹤0.01%
10
466
$1.14K ﹤0.01%
128
467
$1.13K ﹤0.01%
30
468
$1.07K ﹤0.01%
12
469
$1.06K ﹤0.01%
25
470
$960 ﹤0.01%
12
-169
471
$937 ﹤0.01%
45
472
$933 ﹤0.01%
11
473
$883 ﹤0.01%
50
474
$871 ﹤0.01%
27
475
$843 ﹤0.01%
26
17 18
19
20 21