CPA

Clear Point Advisors Portfolio holdings

AUM $129M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$7.11M
3
+$4.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.9M
5
SCHB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$75.9K 0.07%
+799
152
$75.4K 0.07%
+486
153
$74.9K 0.07%
+2,416
154
$73.2K 0.06%
+1,948
155
$72.5K 0.06%
+1,574
156
$71.9K 0.06%
+2,185
157
$70.7K 0.06%
+3,011
158
$70.5K 0.06%
+1,925
159
$68.6K 0.06%
+3,229
160
$67.4K 0.06%
+1,650
161
$66.4K 0.06%
+7,326
162
– –
0
163
$65.3K 0.06%
+701
164
$64.8K 0.06%
+1,073
165
$64.4K 0.06%
+1,344
166
$63.6K 0.06%
+2,301
167
$63K 0.06%
+464
168
$62.4K 0.06%
+395
169
$62.4K 0.06%
+2,600
170
$58.7K 0.05%
+1,946
171
$58.3K 0.05%
+100
172
$58.2K 0.05%
+1,900
173
$56.9K 0.05%
+507
174
$56.7K 0.05%
+1,853
175
$56.6K 0.05%
+2,250
5 6
7
8 9