CPA ASSET MANAGEMENT LLC
CPA ASSET MANAGEMENT LLC runs CPA ASSET MANAGEMENT LLC and currently holds 98 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $298.16M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CPA ASSET MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CPA ASSET MANAGEMENT LLC's portfolio at CPA ASSET MANAGEMENT LLC has delivered returns of +12.76%. Their 3-year annualized return is +171.14%. Looking at the 5-year horizon, CPA ASSET MANAGEMENT LLC has achieved +178.98% annualized returns at CPA ASSET MANAGEMENT LLC.
Portfolio Value
$298.16M
Alpha Score
125.5
#0 of 1000
Holdings
98
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|