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
$117M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.78%
2 Financials 1.92%
3 Consumer Discretionary 1.42%
4 Communication Services 1.4%
5 Utilities 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-55
502
-89
503
-1,400
504
-1
505
-50
506
-12
507
-40
508
-1,853
509
-25
510
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511
-272
512
-2
513
-414
514
-201
515
-25
516
-1,143
517
-45
518
-50
519
-1,235
520
-1,000
521
-2,997
522
-305
523
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524
-2,100
525
-1