test

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
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 0.25%
1.11%
$1.427M
21,292 shares@ $67.04 avg price
PMAYInnovator Etfs Trust
Recent Activity
Decreased -1.02%
0.99%
$1.27M
36,035 shares@ $35.25 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 5.58%
0.95%
$1.222M
23,837 shares@ $51.28 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.3%
0.93%
$1.194M
6,028 shares@ $198.07 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -3.75%
0.92%
$1.188M
5,918 shares@ $200.79 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 0.02%
0.88%
$1.137M
16,844 shares@ $67.51 avg price
JPUSJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.08%
0.88%
$1.132M
9,456 shares@ $119.68 avg price
BAPRInnovator Etfs Trust
Recent Activity
0.86%
$1.107M
25,532 shares@ $43.38 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -17%
0.85%
$1.087M
2,060 shares@ $527.65 avg price
APRWAim Etf Products Trust
Recent Activity
0.84%
$1.077M
33,409 shares@ $32.25 avg price