Portfolio (Quarterly)
Guide ↗
Clear Point Advisors Inc.
· CIK 0002010474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | MUNI | PIMCO ETF TR | — | 5,597 | $293K | 0.23% | SOLD |
| 62 | ISEP | INNOVATOR ETFS TRUST | — | 8,686 | $283K | 0.22% | SOLD |
| 63 | VGSH | VANGUARD SCOTTSDALE FDS | — | 4,817 | $283K | 0.22% | SOLD |
| 64 | BMAY | INNOVATOR ETFS TRUST | — | 6,154 | $276K | 0.21% | SOLD |
| 65 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,380 | $264K | 0.20% | SOLD |
| 66 | PSEP | INNOVATOR ETFS TRUST | — | 5,978 | $261K | 0.20% | SOLD |
| 67 | LVHI | LEGG MASON ETF INVT | — | 6,687 | $246K | 0.19% | SOLD |
| 68 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 811 | $240K | 0.19% | SOLD |
| 69 | VTV | VANGUARD INDEX FDS | — | 1,171 | $224K | 0.17% | SOLD |
| 70 | BMAR | INNOVATOR ETFS TRUST | — | 4,147 | $220K | 0.17% | SOLD |
| 71 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 808 | $217K | 0.17% | SOLD |
| 72 | NOCT | INNOVATOR ETFS TRUST | — | 3,601 | $209K | 0.16% | SOLD |
| 73 | FPXI | FIRST TR EXCHANGE TRADED FD | — | 3,489 | $206K | 0.16% | SOLD |
Sector Allocation
Financial Services
77.6%
Technology
9.5%
Communication Services
4.2%
Consumer Cyclical
2.5%
Utilities
2.1%
Real Estate
1.9%
Healthcare
1.8%
Energy
0.4%
Industrials
0.0%