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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 $118,656,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 385,585 $11,262,940 9.49%
2.
Doubleline Etf Trust
 171,108 $5,442,954 4.59%
3.
Invesco Qqq Tr
 9,208 $5,079,473 4.28%
4.
Schwab Strategic Trust
 FNDF 184,848 $4,404,924 3.71%
5.
Spdr S & P 500 Etf Trust
 SPY 6,893 $4,258,761 3.59%
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)