CPA
Clear Point Advisors Portfolio holdings
AUM
$119M
1-Year Return
13%
This Quarter Return
+9.15%
1 Year Return
+13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
99.9%
Top 10 Holdings %
Top 10 Hldgs %
37.36%
Holding
555
New
548
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$8.49M |
| 2 |
DoubleLine Shiller CAPE US Equities ETF
CAPE
|
$7.11M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$4.88M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.9M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$3.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.05% |
| 2 | Financials | 1.93% |
| 3 | Consumer Discretionary | 1.32% |
| 4 | Communication Services | 1.27% |
| 5 | Healthcare | 1.09% |
