CPA
Clear Point Advisors Portfolio holdings
AUM
$119M
1-Year Return
13%
This Quarter Return
+2.4%
1 Year Return
+13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$159K
(+0.13%)
Cap. Flow
-$2.1M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
36.34%
Holding
606
New
29
Increased
151
Reduced
64
Closed
37
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.98% |
| 2 | Financials | 1.88% |
| 3 | Communication Services | 1.49% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Healthcare | 1.05% |
