CPA
Clear Point Advisors Portfolio holdings
AUM
$119M
1-Year Est. Return
13%
1 Year Est. Return
+13%
AUM
$119M
AUM Growth
+$7.44M
(+6.7%)
Holding
109
Top Buys
| 1 | +$487K | |
| 2 | +$394K | |
| 3 | +$218K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$204K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$187K |
Top Sells
| 1 | +$503K | |
| 2 | +$284K | |
| 3 | +$215K | |
| 4 |
JPMorgan Municipal ETF
JMUB
|
+$212K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$212K |
Sector Composition
| 1 | Technology | 3.38% |
| 2 | Financials | 1.99% |
| 3 | Communication Services | 1.59% |
| 4 | Consumer Discretionary | 1.2% |
| 5 | Utilities | 0.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Innovator US Equity Power Buffer ETF September
PSEP
$986M
| $254K | 0.21% |
6,203
|
|
||
102
iShares Core S&P 500 ETF
IVV
$660B
| $247K | 0.21% |
398
+1
|
|
||
103
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.83B
| $228K | 0.19% |
3,701
+6
|
|
||
104
Innovator US Equity Buffer ETF March
BMAR
$200M
| $223K | 0.19% |
4,547
-1,227
|
|
||
105
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.57B
| $218K | 0.18% |
+808
|
|
||
106
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
| $211K | 0.18% |
6,478
+105
|
|
||
|
107
Vanguard Short-Term Bond ETF
BSV
$39B
| $204K | 0.17% |
+2,598
|
|
||
|
WCMI
108
First Trust WCM International Equity ETF
WCMI
$519M
| $196K | 0.17% |
12,339
|
|
||
109
PIMCO Municipal Income Opportunities Active ETF
MINO
$358M
| – | – |
-6,354
|
|