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
$129M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$426K
3
+$260K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$238K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$196K

Top Sells

1
+$256K
2
+$223K
3
+$148K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$140K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$115K

Sector Composition

1 Technology 3.99%
2 Financials 1.92%
3 Communication Services 1.52%
4 Consumer Discretionary 1.31%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$63.6K 0.05%
1,900
177
$63.6K 0.05%
415
-301
178
$62.9K 0.05%
1,510
+710
179
$62.8K 0.05%
2,420
-30
180
$62.5K 0.05%
1,735
181
$61.4K 0.05%
1,403
182
$61.3K 0.05%
353
+37
183
$61.2K 0.05%
1,617
184
$60.7K 0.05%
2,250
185
$60.4K 0.05%
368
+150
186
$59.2K 0.05%
2,100
187
$58.9K 0.05%
1,165
188
$57.7K 0.04%
304
+1
189
$57.2K 0.04%
868
+867
190
$55K 0.04%
1,886
+3
191
$53.9K 0.04%
1,851
192
$53.6K 0.04%
2,791
+536
193
$52.9K 0.04%
1,400
194
$50.5K 0.04%
443
+2
195
$50.3K 0.04%
509
+1
196
$49.8K 0.04%
1,411
+27
197
$49.3K 0.04%
852
-1,468
198
$49K 0.04%
1,235
199
$48.9K 0.04%
7,326
200
$48.9K 0.04%
300
6 7
8
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