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
176
$56.4K 0.05%
+1,402
177
$56.3K 0.05%
+1,400
178
$56K 0.05%
+549
179
$54.7K 0.05%
+1,403
180
$53.9K 0.05%
+82
181
$53.1K 0.05%
+2,143
182
$53.1K 0.05%
+1,004
183
$52.4K 0.05%
+1,500
184
$51.8K 0.05%
+1,321
185
$51.4K 0.05%
+256
186
$50.7K 0.04%
+2,313
187
$50.1K 0.04%
+1,851
188
$49.6K 0.04%
+300
189
$48.8K 0.04%
+443
190
$48K 0.04%
+1,193
191
$47.6K 0.04%
+830
192
$47K 0.04%
+894
193
$46.4K 0.04%
+1,290
194
– –
0
195
$45.9K 0.04%
+1,500
196
$44.5K 0.04%
+300
197
$43K 0.04%
+299
198
$41.5K 0.04%
+1,233
199
$41.5K 0.04%
+1,010
200
$40.9K 0.04%
+388
6 7
8
9 10