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Home > Institutional Investor > Clear Point Advisors Inc. > Profile

Instuitional Investor - Clear Point Advisors Inc.

Fund Profile
Filing Period:
Fund Name: Clear Point Advisors Inc.
Portfolio Value $111,218,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 392,827 $9,836,379 8.84%
2.
Doubleline Etf Trust
 167,108 $5,078,422 4.57%
3.
Invesco Qqq Tr
 9,167 $4,298,643 3.87%
4.
Pimco Etf Trust
 40,852 $4,105,449 3.69%
5.
Schwab Strategic Trust
 FNDF 187,742 $4,042,087 3.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)