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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
MSFTMicrosoft Corp
Recent Activity
Increased 0.41%
0.58%
$744,058
1,729 shares@ $430.35 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 4.81%
0.58%
$743,637
9,363 shares@ $79.43 avg price
VHTVanguard World Fd
Recent Activity
Increased 0.51%
0.57%
$726,811
2,576 shares@ $282.15 avg price
ITOTIshares Tr
Recent Activity
Increased 6.1%
0.56%
$716,869
5,706 shares@ $125.64 avg price
HYGVFlexshares Tr
Recent Activity
Increased 2.97%
0.51%
$657,508
15,781 shares@ $41.67 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.02%
0.51%
$651,070
17,896 shares@ $36.39 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 68.43%
0.5%
$639,498
10,584 shares@ $60.43 avg price
USMVIshares Tr
Recent Activity
Increased 0.24%
0.49%
$629,475
6,894 shares@ $91.31 avg price
FYCFirst Tr Exchange-traded Alp
Recent Activity
Increased 0.39%
0.49%
$626,995
8,430 shares@ $74.38 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 0.41%
0.49%
$624,282
9,744 shares@ $64.07 avg price