Asset Manager
← All Institutions
Clear Perspective Advisors, LLC
Market Value
$286M
+12.7%
Holdings
164
New Purchases
15
Added To
68
Closed
5
Reduced
63
Top 10 Concentration
49.5%
Turnover
12.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTEB | 1.44% | 0.44% | +1.00% | $4M |
| SPYM | 14.84% | 14.26% | +0.58% | $42M |
| ROKU | 1.35% | 0.91% | +0.44% | $4M |
| OIH | 0.72% | 0.31% | +0.42% | $2M |
| TMFC | 3.19% | 2.81% | +0.38% | $9M |
| NVDA | 1.26% | 0.89% | +0.37% | $4M |
| META | 0.73% | 0.42% | +0.32% | $2M |
| IWM | 0.32% | 0.00% | +0.32% | $906K |
| MSFT | 2.44% | 2.13% | +0.32% | $7M |
| GOOG | 1.73% | 1.42% | +0.31% | $5M |
| AMZN | 1.61% | 1.38% | +0.23% | $5M |
| XLE | 0.91% | 0.72% | +0.19% | $3M |
| VGLT | 0.18% | 0.00% | +0.18% | $526K |
| IAU | 0.18% | 0.00% | +0.18% | $504K |
| WMT | 0.15% | 0.00% | +0.15% | $426K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVTA | 0.09% | 0.73% | -0.65% | $251K |
| VB | 2.17% | 2.62% | -0.46% | $6M |
| VGIT | 0.93% | 1.37% | -0.45% | $3M |
| VOO | 4.44% | 4.79% | -0.36% | $13M |
| AAPL | 2.98% | 3.30% | -0.33% | $9M |
| BRK-B | 3.04% | 3.34% | -0.30% | $9M |
| SPHB | 3.72% | 4.01% | -0.29% | $11M |
| ABBV | 0.15% | 0.40% | -0.25% | $438K |
| NKE | 0.17% | 0.40% | -0.23% | $481K |
| SCHD | 7.43% | 7.65% | -0.23% | $21M |
| MGM | 0.00% | 0.21% | -0.21% | $0 |
| GVI | 0.19% | 0.36% | -0.17% | $536K |
| VGSH | 0.30% | 0.45% | -0.15% | $871K |
| STOT | 0.69% | 0.84% | -0.15% | $2M |
| JNJ | 0.81% | 0.95% | -0.14% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 49 | $95M | 33.2% |
| Large Cap | 89 | $145M | 50.8% |
| Mid Cap | 12 | $28M | 9.8% |
| Small Cap | 11 | $17M | 6.0% |
| Micro Cap | 3 | $667K | 0.2% |
Portfolio Analytics
Avg Market Cap
$365.3B
Median Market Cap
$100.1B
Avg P/E
29.0
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
106
# ETFs / Funds
58
Top Holdings (164 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | 14.84% | 844,100 | $42M | $50.33 | $6M | +66,944 | +8.6% | |
| 2 | SCHD | 7.43% | 281,157 | $21M | $75.62 | $2M | +14,635 | +5.5% | |
| 3 | LMBS | 5.28% | 296,982 | $15M | $50.90 | $2M | +41,247 | +16.1% | |
| 4 | VOO | 4.44% | 32,276 | $13M | $393.51 | $529K | -1,135 | -3.4% | |
| 5 | SPHB | 3.72% | 140,806 | $11M | $75.57 | $469K | -5,486 | -3.8% | |
| 6 | TMFC | 3.19% | 230,540 | $9M | $39.58 | $2M | +30,341 | +15.2% | |
| 7 | BRK-B | 3.04% | 31,313 | $9M | $277.94 | $221K | -1,889 | -5.7% | |
| 8 | AAPL | 2.98% | 62,189 | $9M | $136.95 | $124K | -6,518 | -9.5% | |
| 9 | MSFT | 2.44% | 25,822 | $7M | $270.89 | $2M | +2,899 | +12.7% | |
| 10 | VB | 2.17% | 27,555 | $6M | $225.29 | -$458K | -3,585 | -11.5% | |
| 11 | GOOG | 1.73% | 1,980 | $5M | $2,506.57 | $1M | +234 | +13.4% | |
| 12 | IJH | 1.62% | 17,249 | $5M | $268.71 | $205K | +230 | +1.4% | |
| 13 | AMZN | 1.61% | 1,338 | $5M | $3,440.21 | $1M | +209 | +18.5% | |
| 14 | VUG | 1.60% | 16,004 | $5M | $286.80 | $237K | -930 | -5.5% | |
| 15 | IJR | 1.57% | 39,666 | $4M | $112.97 | $373K | +1,817 | +4.8% | |
| 16 | VTEB | 1.44% | 74,478 | $4M | $55.30 | $3M | +54,235 | +267.9% | |
| 17 | ROKU | 1.35% | 8,399 | $4M | $459.22 | $2M | +1,338 | +18.9% | |
| 18 | NVDA | 1.26% | 4,523 | $4M | $800.13 | $1M | +270 | +6.3% | |
| 19 | V | 1.14% | 13,920 | $3M | $233.84 | $330K | +106 | +0.8% | |
| 20 | MA | 1.10% | 8,648 | $3M | $365.06 | $123K | +127 | +1.5% | |
| 21 | BND | 1.03% | 34,276 | $3M | $85.89 | -$7K | -558 | -1.6% | |
| 22 | VGIT | 0.93% | 39,088 | $3M | $67.82 | -$832K | -12,719 | -24.6% | |
| 23 | XLE | 0.91% | 48,292 | $3M | $53.86 | $776K | +11,086 | +29.8% | |
| 24 | VTV | 0.81% | 16,931 | $2M | $137.44 | $103K | +11 | +0.1% | |
| 25 | JNJ | 0.81% | 14,076 | $2M | $164.75 | -$100K | -640 | -4.3% | |
| 26 | PINS | 0.81% | 29,258 | $2M | $78.95 | $490K | +4,678 | +19.0% | |
| 27 | PYPL | 0.80% | 7,858 | $2M | $291.42 | $566K | +759 | +10.7% | |
| 28 | META | 0.73% | 6,031 | $2M | $347.70 | $1M | +2,445 | +68.2% | |
| 29 | OIH | 0.72% | 9,441 | $2M | $218.94 | $1M | +5,387 | +132.9% | |
| 30 | STOT | 0.69% | 39,929 | $2M | $49.76 | -$147K | -3,058 | -7.1% | |
| 31 | DIS | 0.68% | 11,057 | $2M | $175.82 | -$18K | +638 | +6.1% | |
| 32 | UNP | 0.66% | 8,614 | $2M | $219.99 | $52K | +252 | +3.0% | |
| 33 | FSLY | 0.66% | 31,630 | $2M | $59.60 | $81K | +4,824 | +18.0% | |
| 34 | VYM | 0.63% | 17,321 | $2M | $104.79 | $64K | — | — | |
| 35 | INTC | 0.58% | 29,527 | $2M | $56.15 | $128K | +5,614 | +23.5% | |
| 36 | JPM | 0.57% | 10,418 | $2M | $155.50 | $21K | -87 | -0.8% | |
| 37 | GOOGL | 0.55% | 647 | $2M | $2,442.04 | $177K | -33 | -4.8% | |
| 38 | SPY | 0.53% | 3,574 | $2M | $428.09 | $91K | -57 | -1.6% | |
| 39 | SPMD | 0.53% | 32,176 | $2M | $47.21 | $112K | +1,424 | +4.6% | |
| 40 | SPDW | 0.45% | 35,274 | $1M | $36.80 | $239K | +5,329 | +17.8% | |
| 41 | CMCSA | 0.44% | 22,294 | $1M | $57.01 | $83K | +332 | +1.5% | |
| 42 | AMGN | 0.43% | 5,103 | $1M | $243.78 | -$133K | -433 | -7.8% | |
| 43 | MINT | 0.43% | 12,103 | $1M | $101.96 | $21K | +199 | +1.7% | |
| 44 | MCD | 0.43% | 5,317 | $1M | $230.96 | $68K | +142 | +2.7% | |
| 45 | LOW | 0.41% | 6,097 | $1M | $194.03 | $12K | -58 | -0.9% | |
| 46 | SHW | 0.40% | 4,201 | $1M | $272.55 | $77K | +2,754 | +190.3% | |
| 47 | ADBE | 0.40% | 1,943 | $1M | $585.69 | $308K | +196 | +11.2% | |
| 48 | VIG | 0.40% | 7,332 | $1M | $154.80 | $57K | — | — | |
| 49 | UPS | 0.39% | 5,323 | $1M | $207.97 | $209K | +42 | +0.8% | |
| 50 | VXF | 0.38% | 5,813 | $1M | $188.54 | $68K | — | — | |
| 51 | PG | 0.37% | 7,917 | $1M | $134.90 | -$67K | -466 | -5.6% | |
| 52 | ORCL | 0.35% | 12,924 | $1M | $77.84 | $106K | +98 | +0.8% | |
| 53 | LLY | 0.35% | 4,333 | $995K | $229.63 | $179K | -37 | -0.8% | |
| 54 | ENB | 0.35% | 24,758 | $992K | $40.07 | $92K | +25 | +0.1% | |
| 55 | T | 0.35% | 34,329 | $988K | $28.78 | -$48K | +95 | +0.3% | |
| 56 | LDUR | 0.35% | 9,712 | $988K | $101.73 | $93K | +939 | +10.7% | |
| 57 | VZ | 0.34% | 17,234 | $966K | $56.05 | -$94K | -992 | -5.4% | |
| 58 | UNH | 0.33% | 2,381 | $953K | $400.25 | $138K | +191 | +8.7% | |
| 59 | PEP | 0.33% | 6,393 | $947K | $148.13 | $15K | -194 | -3.0% | |
| 60 | IWM | 0.32% | 3,948 | $906K | $229.48 | — | +3,948 | — | NEW |
| 61 | VGSH | 0.30% | 14,186 | $871K | $61.40 | -$279K | -4,506 | -24.1% | |
| 62 | PFE | 0.28% | 20,352 | $797K | $39.16 | $179K | +3,294 | +19.3% | |
| 63 | VTI | 0.28% | 3,567 | $795K | $222.88 | $53K | -25 | -0.7% | |
| 64 | TSLA | 0.27% | 1,146 | $779K | $679.76 | $367K | +529 | +85.7% | |
| 65 | BMY | 0.27% | 11,649 | $778K | $66.79 | $86K | +690 | +6.3% | |
| 66 | CRM | 0.27% | 3,186 | $778K | $244.19 | $131K | +132 | +4.3% | |
| 67 | CSCO | 0.27% | 14,524 | $770K | $53.02 | $15K | -79 | -0.5% | |
| 68 | MMM | 0.27% | 3,841 | $763K | $198.65 | $12K | -54 | -1.4% | |
| 69 | SPSM | 0.26% | 16,630 | $731K | $43.96 | $294K | +6,294 | +60.9% | |
| 70 | CVX | 0.26% | 6,981 | $731K | $104.71 | -$41K | -385 | -5.2% | |
| 71 | HD | 0.25% | 2,235 | $713K | $319.02 | $184K | +502 | +29.0% | |
| 72 | COST | 0.25% | 1,793 | $709K | $395.43 | $153K | +217 | +13.8% | |
| 73 | VO | 0.24% | 2,888 | $685K | $237.19 | $35K | -50 | -1.7% | |
| 74 | VEA | 0.23% | 12,837 | $661K | $51.49 | $21K | -200 | -1.5% | |
| 75 | F | 0.23% | 43,702 | $649K | $14.85 | $196K | +6,724 | +18.2% | |
| 76 | SQ | 0.23% | 2,656 | $648K | $243.98 | -$21K | -290 | -9.8% | |
| 77 | IWF | 0.22% | 2,325 | $631K | $271.40 | $66K | — | — | |
| 78 | MRK | 0.21% | 7,910 | $615K | $77.75 | -$281K | -3,716 | -32.0% | |
| 79 | INTU | 0.20% | 1,163 | $570K | $490.11 | $252K | +332 | +40.0% | |
| 80 | NVS | 0.19% | 6,092 | $556K | $91.27 | $15K | -238 | -3.8% | |
| 81 | GVI | 0.19% | 4,638 | $536K | $115.57 | -$375K | -3,294 | -41.5% | |
| 82 | AVGO | 0.19% | 1,115 | $532K | $477.13 | $107K | +198 | +21.6% | |
| 83 | VGLT | 0.18% | 6,000 | $526K | $87.67 | — | +6,000 | — | NEW |
| 84 | GD | 0.18% | 2,783 | $524K | $188.29 | $5K | -76 | -2.7% | |
| 85 | ORLY | 0.18% | 917 | $519K | $565.98 | $33K | -42 | -4.4% | |
| 86 | GDX | 0.18% | 15,235 | $518K | $34.00 | $53K | +940 | +6.6% | |
| 87 | IAU | 0.18% | 14,943 | $504K | $33.73 | — | +14,943 | — | NEW |
| 88 | ZS | 0.18% | 2,325 | $502K | $215.91 | $74K | -170 | -6.8% | |
| 89 | NKE | 0.17% | 3,112 | $481K | $154.56 | -$525K | -4,457 | -58.9% | |
| 90 | FI | 0.17% | 4,444 | $475K | $106.89 | -$53K | +6 | +0.1% | |
| 91 | GLD | 0.16% | 2,822 | $467K | $165.49 | $20K | +28 | +1.0% | |
| 92 | MELI | 0.16% | 300 | $467K | $1,556.67 | $25K | — | — | |
| 93 | CVS | 0.16% | 5,537 | $462K | $83.44 | $42K | -42 | -0.8% | |
| 94 | IQV | 0.16% | 1,898 | $460K | $242.36 | $93K | — | — | |
| 95 | XONA.DE | 0.16% | 7,102 | $448K | $63.08 | $148K | +1,721 | +32.0% | |
| 96 | CAT | 0.16% | 2,057 | $448K | $217.79 | -$28K | +4 | +0.2% | |
| 97 | ACN | 0.15% | 1,497 | $441K | $294.59 | -$79K | -386 | -20.5% | |
| 98 | ABBV | 0.15% | 3,777 | $438K | $115.97 | -$578K | -5,613 | -59.8% | |
| 99 | SCHW | 0.15% | 5,907 | $430K | $72.79 | $186K | +2,164 | +57.8% | |
| 100 | UNLYF | 0.15% | 7,304 | $427K | $58.46 | -$51K | -1,249 | -14.6% |