Asset Manager
← All Institutions
Clear Perspective Advisors, LLC
Market Value
$327M
+12.7%
Holdings
186
+11
New Purchases
20
Added To
82
Closed
9
Reduced
52
Top 10 Concentration
52.8%
Turnover
15.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPYM | 17.25% | 14.56% | +2.69% | $56M |
| AAPL | 3.95% | 3.34% | +0.60% | $13M |
| XLV | 0.66% | 0.10% | +0.57% | $2M |
| MSFT | 2.86% | 2.35% | +0.51% | $9M |
| NVDA | 1.65% | 1.26% | +0.39% | $5M |
| TSLA | 0.64% | 0.28% | +0.36% | $2M |
| GOOG | 2.05% | 1.72% | +0.34% | $7M |
| AMZN | 1.80% | 1.48% | +0.33% | $6M |
| IWD | 0.23% | 0.00% | +0.23% | $746K |
| BKR | 0.20% | 0.00% | +0.20% | $647K |
| VGIT | 0.92% | 0.74% | +0.19% | $3M |
| SNOW | 0.18% | 0.00% | +0.18% | $602K |
| PD | 0.17% | 0.00% | +0.17% | $557K |
| NFLX | 0.15% | 0.00% | +0.15% | $501K |
| OSBC | 0.24% | 0.13% | +0.11% | $793K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPHB | 0.98% | 3.48% | -2.50% | $3M |
| LMBS | 6.00% | 7.41% | -1.41% | $20M |
| VB | 1.07% | 1.92% | -0.85% | $3M |
| PINS | 0.00% | 0.45% | -0.45% | $0 |
| FSLY | 0.00% | 0.37% | -0.37% | $0 |
| CMCSA | 0.18% | 0.43% | -0.25% | $580K |
| JNJ | 0.50% | 0.74% | -0.24% | $2M |
| PYPL | 0.49% | 0.67% | -0.18% | $2M |
| ROKU | 0.00% | 0.17% | -0.17% | $0 |
| VOO | 4.34% | 4.51% | -0.17% | $14M |
| VTEB | 1.81% | 1.96% | -0.15% | $6M |
| CRM | 0.19% | 0.32% | -0.14% | $620K |
| SCHD | 7.31% | 7.44% | -0.13% | $24M |
| WMT | 0.00% | 0.13% | -0.13% | $0 |
| DIS | 0.48% | 0.61% | -0.13% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 52 | $114M | 34.8% |
| Large Cap | 104 | $164M | 50.2% |
| Mid Cap | 15 | $37M | 11.4% |
| Small Cap | 9 | $11M | 3.4% |
| Micro Cap | 6 | $510K | 0.2% |
Portfolio Analytics
Avg Market Cap
$332.5B
Median Market Cap
$95.2B
Avg P/E
31.6
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
118
# ETFs / Funds
68
Top Holdings (186 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | 17.25% | 1,011,305 | $56M | $55.83 | $14M | +173,246 | +20.7% | |
| 2 | SCHD | 7.31% | 296,111 | $24M | $80.83 | $2M | +4,882 | +1.7% | |
| 3 | LMBS | 6.00% | 392,649 | $20M | $49.99 | -$2M | -33,081 | -7.8% | |
| 4 | VOO | 4.34% | 32,562 | $14M | $436.55 | $1M | -648 | -1.9% | |
| 5 | TMFC | 4.31% | 319,773 | $14M | $44.15 | $2M | +13,289 | +4.3% | |
| 6 | AAPL | 3.95% | 72,742 | $13M | $177.57 | $3M | +4,101 | +6.0% | |
| 7 | BRK-B | 2.88% | 31,482 | $9M | $299.00 | $1M | +1,541 | +5.2% | |
| 8 | MSFT | 2.86% | 27,870 | $9M | $336.31 | $3M | +3,630 | +15.0% | |
| 9 | GOOG | 2.05% | 2,321 | $7M | $2,893.58 | $2M | +450 | +24.1% | |
| 10 | VTEB | 1.81% | 107,906 | $6M | $54.91 | $234K | +4,000 | +3.9% | |
| 11 | AMZN | 1.80% | 1,772 | $6M | $3,334.09 | $2M | +464 | +35.5% | |
| 12 | NVDA | 1.65% | 18,327 | $5M | $294.10 | $2M | +677 | +3.8% | |
| 13 | VUG | 1.53% | 15,604 | $5M | $320.88 | $363K | -400 | -2.5% | |
| 14 | IJH | 1.21% | 14,029 | $4M | $283.06 | $299K | +71 | +0.5% | |
| 15 | IJR | 1.15% | 32,926 | $4M | $114.50 | $199K | +220 | +0.7% | |
| 16 | VB | 1.07% | 15,472 | $3M | $226.02 | -$2M | -10,080 | -39.5% | |
| 17 | SPHB | 0.98% | 40,603 | $3M | $79.01 | -$7M | -97,675 | -70.6% | |
| 18 | V | 0.97% | 14,725 | $3M | $216.71 | $162K | +1,126 | +8.3% | |
| 19 | MA | 0.96% | 8,761 | $3M | $359.32 | $158K | +163 | +1.9% | |
| 20 | VGIT | 0.92% | 45,493 | $3M | $66.47 | $888K | +13,875 | +43.9% | |
| 21 | BND | 0.88% | 33,851 | $3M | $84.75 | -$35K | -135 | -0.4% | |
| 22 | OIH | 0.85% | 15,124 | $3M | $184.81 | $15K | +1,014 | +7.2% | |
| 23 | VTV | 0.82% | 18,352 | $3M | $147.12 | $216K | — | — | |
| 24 | META | 0.79% | 7,672 | $3M | $336.29 | $600K | +1,838 | +31.5% | |
| 25 | XLE | 0.75% | 44,122 | $2M | $55.51 | $369K | +4,198 | +10.5% | |
| 26 | SPSM | 0.72% | 52,494 | $2M | $44.69 | $495K | +9,053 | +20.8% | |
| 27 | XLV | 0.66% | 15,438 | $2M | $140.89 | $2M | +13,219 | +595.7% | |
| 28 | UNP | 0.64% | 8,323 | $2M | $251.95 | $425K | -206 | -2.4% | |
| 29 | TSLA | 0.64% | 1,975 | $2M | $1,056.71 | $1M | +945 | +91.8% | |
| 30 | VYM | 0.59% | 17,321 | $2M | $112.12 | $152K | — | — | |
| 31 | STOT | 0.59% | 39,219 | $2M | $49.11 | -$68K | -1,010 | -2.5% | |
| 32 | GOOGL | 0.56% | 633 | $2M | $2,897.31 | $136K | -2 | -0.3% | |
| 33 | SPMD | 0.56% | 36,861 | $2M | $49.73 | $232K | +2,173 | +6.3% | |
| 34 | SPY | 0.50% | 3,479 | $2M | $474.85 | $118K | -95 | -2.7% | |
| 35 | JNJ | 0.50% | 9,600 | $2M | $171.04 | -$504K | -3,688 | -27.8% | |
| 36 | JPM | 0.50% | 10,254 | $2M | $158.38 | -$76K | -132 | -1.3% | |
| 37 | SPDW | 0.49% | 44,135 | $2M | $36.48 | $247K | +6,505 | +17.3% | |
| 38 | PYPL | 0.49% | 8,505 | $2M | $188.59 | -$342K | +1,027 | +13.7% | |
| 39 | LOW | 0.49% | 6,175 | $2M | $258.46 | $394K | +248 | +4.2% | |
| 40 | DIS | 0.48% | 10,211 | $2M | $154.93 | -$186K | -239 | -2.3% | |
| 41 | INTC | 0.45% | 28,774 | $1M | $51.50 | -$36K | +275 | +1.0% | |
| 42 | SHW | 0.45% | 4,201 | $1M | $352.06 | $304K | — | — | |
| 43 | VXF | 0.42% | 7,541 | $1M | $182.87 | $319K | +1,728 | +29.7% | |
| 44 | MCD | 0.38% | 4,692 | $1M | $268.12 | $1K | -520 | -10.0% | |
| 45 | UNH | 0.38% | 2,492 | $1M | $502.01 | $404K | +324 | +14.9% | |
| 46 | AMGN | 0.36% | 5,211 | $1M | $224.91 | $87K | +108 | +2.1% | |
| 47 | PG | 0.36% | 7,158 | $1M | $163.59 | $148K | -159 | -2.2% | |
| 48 | ORCL | 0.36% | 13,409 | $1M | $87.18 | $51K | +575 | +4.5% | |
| 49 | VIG | 0.36% | 6,792 | $1M | $171.82 | $98K | -165 | -2.4% | |
| 50 | PEP | 0.36% | 6,710 | $1M | $173.77 | $132K | -164 | -2.4% | |
| 51 | LLY | 0.36% | 4,211 | $1M | $276.18 | $178K | -50 | -1.2% | |
| 52 | MINT | 0.36% | 11,454 | $1M | $101.54 | -$71K | -650 | -5.4% | |
| 53 | ADBE | 0.35% | 2,049 | $1M | $567.11 | $104K | +211 | +11.5% | |
| 54 | UPS | 0.35% | 5,417 | $1M | $214.33 | $176K | +9 | +0.2% | |
| 55 | PFE | 0.35% | 19,138 | $1M | $59.04 | $160K | -3,404 | -15.1% | |
| 56 | LDUR | 0.32% | 10,428 | $1M | $100.59 | -$56K | -425 | -3.9% | |
| 57 | IWM | 0.32% | 4,656 | $1M | $222.51 | $82K | +294 | +6.7% | |
| 58 | CSCO | 0.30% | 15,643 | $991K | $63.35 | $169K | +537 | +3.5% | |
| 59 | ENB | 0.29% | 24,284 | $950K | $39.12 | -$8K | +230 | +1.0% | |
| 60 | F | 0.29% | 45,408 | $943K | $20.77 | $319K | +1,371 | +3.1% | |
| 61 | CVX | 0.29% | 7,966 | $935K | $117.37 | $204K | +760 | +10.6% | |
| 62 | HD | 0.28% | 2,220 | $921K | $414.86 | $283K | +275 | +14.1% | |
| 63 | COST | 0.28% | 1,596 | $906K | $567.67 | $116K | -161 | -9.2% | |
| 64 | VTI | 0.27% | 3,672 | $887K | $241.56 | $82K | +45 | +1.2% | |
| 65 | ABBV | 0.26% | 6,339 | $858K | $135.35 | -$98K | -2,519 | -28.4% | |
| 66 | VZ | 0.25% | 15,760 | $819K | $51.97 | -$72K | -737 | -4.5% | |
| 67 | OSBC | 0.24% | 63,025 | $793K | $12.58 | $413K | +33,961 | +116.8% | |
| 68 | AVGO | 0.24% | 1,192 | $793K | $665.27 | $261K | +95 | +8.7% | |
| 69 | ACN | 0.24% | 1,896 | $786K | $414.56 | $307K | +399 | +26.6% | |
| 70 | IWD | 0.23% | 4,440 | $746K | $168.02 | — | +4,440 | — | NEW |
| 71 | T | 0.23% | 29,970 | $737K | $24.59 | -$208K | -5,035 | -14.4% | |
| 72 | ZS | 0.22% | 2,290 | $736K | $321.40 | $133K | -10 | -0.4% | |
| 73 | VO | 0.22% | 2,888 | $736K | $254.85 | $52K | — | — | |
| 74 | CVS | 0.22% | 7,122 | $735K | $103.20 | $275K | +1,703 | +31.4% | |
| 75 | MMM | 0.22% | 4,034 | $717K | $177.74 | $64K | +310 | +8.3% | |
| 76 | VGSH | 0.22% | 11,736 | $714K | $60.84 | -$4K | +50 | +0.4% | |
| 77 | IWF | 0.22% | 2,325 | $710K | $305.38 | $73K | — | — | |
| 78 | TXN | 0.21% | 3,659 | $690K | $188.58 | $357K | +1,924 | +110.9% | |
| 79 | BKR | 0.20% | 26,899 | $647K | $24.05 | — | +26,899 | — | NEW |
| 80 | ORLY | 0.20% | 912 | $644K | $706.14 | $84K | -5 | -0.6% | |
| 81 | VEA | 0.20% | 12,573 | $642K | $51.06 | -$4K | -228 | -1.8% | |
| 82 | CAT | 0.19% | 3,013 | $623K | $206.77 | $229K | +960 | +46.8% | |
| 83 | CRM | 0.19% | 2,439 | $620K | $254.20 | -$324K | -1,041 | -29.9% | |
| 84 | BMY | 0.18% | 9,680 | $604K | $62.40 | -$78K | -1,846 | -16.0% | |
| 85 | SNOW | 0.18% | 1,778 | $602K | $338.58 | — | +1,778 | — | NEW |
| 86 | GD | 0.18% | 2,850 | $594K | $208.42 | $56K | +107 | +3.9% | |
| 87 | CMCSA | 0.18% | 11,518 | $580K | $50.36 | -$664K | -10,726 | -48.2% | |
| 88 | MRK | 0.17% | 7,427 | $569K | $76.61 | -$25K | -483 | -6.1% | |
| 89 | FI | 0.17% | 5,469 | $568K | $103.86 | -$25K | — | — | |
| 90 | SPYV | 0.17% | 13,276 | $558K | $42.03 | $105K | +1,650 | +14.2% | |
| 91 | PD | 0.17% | 16,025 | $557K | $34.76 | — | +16,025 | — | NEW |
| 92 | VGLT | 0.16% | 6,000 | $537K | $89.50 | $11K | — | — | |
| 93 | ABT | 0.16% | 3,800 | $535K | $140.79 | $91K | +43 | +1.1% | |
| 94 | GVI | 0.16% | 4,638 | $528K | $113.84 | -$6K | — | — | |
| 95 | IQV | 0.16% | 1,848 | $521K | $281.93 | $78K | — | — | |
| 96 | SCHW | 0.16% | 6,179 | $520K | $84.16 | $113K | +585 | +10.5% | |
| 97 | INTU | 0.16% | 801 | $515K | $642.95 | -$77K | -297 | -27.1% | |
| 98 | IAU | 0.16% | 14,693 | $511K | $34.78 | $12K | -250 | -1.7% | |
| 99 | NFLX | 0.15% | 831 | $501K | $602.89 | — | +831 | — | NEW |
| 100 | NVS | 0.15% | 5,693 | $498K | $87.48 | $24K | -109 | -1.9% |