CPA
Clear Point Advisors Portfolio holdings
AUM
$119M
1-Year Est. Return
13%
1 Year Est. Return
+13%
AUM
$111M
AUM Growth
-$5.73M
(-4.9%)
Holding
109
Top Buys
| 1 | +$664K | |
| 2 | +$451K | |
| 3 | +$350K | |
| 4 |
Innovator Growth-100 Power Buffer ETF January
NJAN
|
+$349K |
| 5 |
GraniteShares Gold Shares
BAR
|
+$262K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$800K | |
| 3 | +$544K | |
| 4 |
FT Vest US Equity Buffer ETF May
FMAY
|
+$423K |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$275K |
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Financials | 2.31% |
| 3 | Communication Services | 1.43% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Utilities | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $227K | 0.2% |
+3,863
|
|
||
102
iShares Core S&P 500 ETF
IVV
$660B
| $223K | 0.2% |
397
+1
|
|
||
103
IBM
IBM
$262B
| $221K | 0.2% |
+888
|
|
||
104
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.83B
| $213K | 0.19% |
3,695
-1,585
|
|
||
105
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
| $206K | 0.19% |
+6,373
|
|
||
|
WCMI
106
First Trust WCM International Equity ETF
WCMI
$519M
| $174K | 0.16% |
+12,339
|
|
||
107
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.57B
| – | – |
-877
|
|
||
|
108
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
| – | – |
-2,750
|
|
||
109
iShares MSCI India ETF
INDA
$9.57B
| – | – |
-15,197
|
|