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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
BSEPInnovator Etfs Trust
Recent Activity
Decreased 0%
0.45%
$575,931
13,672 shares@ $42.13 avg price
IJHIshares Tr
Recent Activity
Decreased -11.16%
0.37%
$475,860
7,636 shares@ $62.32 avg price
MINOPimco Etf Tr
Recent Activity
Decreased -7.58%
0.37%
$467,521
10,128 shares@ $46.17 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -28.78%
0.29%
$365,562
1,504 shares@ $243.06 avg price
AGGIshares Tr
Recent Activity
Decreased -16.81%
0.24%
$302,499
2,987 shares@ $101.28 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -22.22%
0.23%
$287,823
1,606 shares@ $179.22 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -14.69%
0.22%
$281,908
5,556 shares@ $50.74 avg price
PSEPInnovator Etfs Trust
Recent Activity
Decreased -2.7%
0.22%
$277,531
7,203 shares@ $38.53 avg price
FICSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.02%
0.15%
$184,501
4,922 shares@ $37.49 avg price
SMMUPimco Etf Tr
Recent Activity
Decreased -21.85%
0.14%
$178,409
3,533 shares@ $50.5 avg price