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Steven Brill

@Clear Point Advisors Inc.

Latest period2024 - Q3ReportedManaged Assets$129.349MTotal holdings572
Assets growth rate6.24%Assets growth rate (2-Q avg)3.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Point Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 572 positions.

Assets under management

The assets under management (AUM) of Clear Point Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 129.349M in assets, with a quarterly growth rate of 6.24% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Steven Brill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SMHVaneck Etf Trust
Recent Activity
New Position
0.19%
$238,332
971 shares@ $245.46 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
New Position
0.16%
$195,730
3,316 shares@ $59.03 avg price
SCHOSchwab Strategic Tr
Recent Activity
New Position
0.1%
$116,895
2,387 shares@ $48.98 avg price
QMAGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.09%
$111,603
5,500 shares@ $20.3 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.08%
$101,790
3,777 shares@ $26.95 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.03%
$36,597
453 shares@ $80.79 avg price
TBILRbb Fd Inc
Recent Activity
New Position
0.03%
$30,223
604 shares@ $50.04 avg price
KRESpdr Ser Tr
Recent Activity
New Position
0.01%
$11,398
201 shares@ $56.71 avg price
ANFAbercrombie & Fitch Co
Recent Activity
New Position
0.01%
$7,695
55 shares@ $139.91 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.01%
$7,479
666 shares@ $11.23 avg price