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
201
$40.4K 0.04%
+788
202
$40.3K 0.04%
+446
203
$40.1K 0.04%
+202
204
$39.8K 0.04%
+1,273
205
$38.9K 0.03%
+586
206
$38.5K 0.03%
+459
207
$37.7K 0.03%
+1,839
208
$37.6K 0.03%
+530
209
$37.1K 0.03%
+1,075
210
$36.5K 0.03%
+1,047
211
$36.3K 0.03%
+250
212
$35.7K 0.03%
+1,807
213
$35.6K 0.03%
+3,128
214
$34.4K 0.03%
+116
215
$33.9K 0.03%
+371
216
$33.6K 0.03%
+412
217
$33.6K 0.03%
+432
218
$33.5K 0.03%
+1,543
219
$32.9K 0.03%
+110
220
$32.7K 0.03%
+300
221
$32.7K 0.03%
+660
222
$31.7K 0.03%
+490
223
$31.6K 0.03%
+226
224
$30.1K 0.03%
+164
225
$29K 0.03%
+581
7 8
9
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