CPA
Clear Point Advisors Inc. Portfolio
Invests via Clear Point Advisors Inc. | Managed by Steven C. Brill, Barry E. Dampf, Robert Levine
Invests via Clear Point Advisors Inc.
Managed by Steven C. Brill, Barry E. Dampf, Robert Levine
Automatically Tracked
Company Profile
Boutique investment advisory firm focused on municipal and fixed-income strategies serving institutional and high-net-worth clients. Clear Point Advisors Inc. provides portfolio management, tax-exempt advisory, and liability-driven investment solutions, emphasizing risk-adjusted returns and duration management. The firm positions itself as an active manager for cash flow forecasting, yield enhancement and credit selection across municipal bonds and related instruments, often collaborating with trustees, public issuers and pension plans on bespoke fixed-income mandates.
Boutique investment advisory firm focused on municipal and fixed-income strategies serving institutional and high-net-worth clients. Clear Point Advisors Inc. provides portfolio management, tax-exempt advisory, and liability-driven investment solutions, emphasizing risk-adjusted returns and duration management. The firm positions itself as an active manager for cash flow forecasting, yield enhancement and credit selection across municipal bonds and related instruments, often collaborating with trustees, public issuers and pension plans on bespoke fixed-income mandates.
Investment Philosophy & Strategy
Specializes in tax-aware municipal and fixed-income portfolio management, prioritizing liability-driven frameworks and duration control to deliver risk-adjusted income for institutional and high-net-worth clients. Employs active credit selection, cash-flow forecasting and relative-value yield enhancement across municipal bond markets, structuring bespoke mandates with trustees, issuers and pension sponsors. Capital deployment favors highly liquid, investment-grade muni instruments with opportunistic non-core credits, guided by conservative risk limits, scenario stress testing and a multi-year liability horizon.
Specializes in tax-aware municipal and fixed-income portfolio management, prioritizing liability-driven frameworks and duration control to deliver risk-adjusted income for institutional and high-net-worth clients. Employs active credit selection, cash-flow forecasting and relative-value yield enhancement across municipal bond markets, structuring bespoke mandates with trustees, issuers and pension sponsors. Capital deployment favors highly liquid, investment-grade muni instruments with opportunistic non-core credits, guided by conservative risk limits, scenario stress testing and a multi-year liability horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
35.43%
Gain +0.57%
Monthly
0.98%
Yearly
12.49%
Drawdown
11.97%
$112.41M
Equity
Holdings
$112.41M
Investment
$95.03M
$90.81M
Profit +$736,642.69
Realized
$73.44M
Unrealized
$17.37M
Dividends
$4.77M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$736,642.69
Win %
71%
This Week
Compared To Last Week
Gain
0.02%
Profit
$20,954.73
Win %
71%
This Month
Compared to last month
Gain
-0.34%
Profit
-$383,524.5
Win %
71%
This Year
Compared to last year
Gain
-0.37%
Profit
-$413,809.04
Win %
82%
GOOGL Alphabet Inc
+0.9%
+$3,882.01 
USSH WisdomTree 1-3 Year LADDER USD Treasury Fund
+0.08%
+$1,050.04 
T AT&T Inc.
+0.04%
+$148.25 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.01%
+$211.82 
AMAT Applied Materials, Inc.
0%
$0 
BAR GraniteShares Gold Trust
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
0%
+$12.32 
CGCB Capital Group Core Bond ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FPXI First Trust International Equity Opportunities Fund
0%
-$1.03 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GOOG Alphabet Inc
0%
$0 
HYBX TCW High Yield Bond ETF
0%
$0 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
0%
+$0.03 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
+$0.04 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
JAVA JPMorgan Active Value ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JSCP JPMorgan Short Duration Core Plus ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
MA Mastercard Incorporated
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.18 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NFLX Netflix, Inc.
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.01 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TEND iShares Large Cap 10% Target Buffer Dec ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.06 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
-$0.01 
VHT Vanguard Health Care ETF
0%
-$0.02 
VOO Vanguard S&P 500 ETF
0%
-$0.05 
VZ Verizon Communications Inc.
0%
$0 
NVDA NVIDIA Corporation
-3.55%
-$26,851.98 
JPM JPMorgan Chase & Co.
-3.53%
-$16,027.2 
TSLA Tesla, Inc.
-2.97%
-$8,664 
AVGO Broadcom Inc.
-2.78%
-$6,639.93 
DIA SPDR Dow Jones Industrial Average ETF Trust
-2.18%
-$25,049.38 
QQQ Invesco QQQ Trust, Series 1
-2.04%
-$121,404.39 
AMZN Amazon.com Inc
-1.82%
-$19,264.96 
SPY SPDR S&P 500 ETF Trust
-1.54%
-$78,922.13 
VTV Vanguard Value ETF
-1.43%
-$3,770.59 
VIG Vanguard Dividend Appreciation ETF
-1.31%
-$18,418.62 
META Meta Platforms Inc Class A
-1.31%
-$6,551.97 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.92%
-$4,404.33 
MSFT Microsoft Corp.
-0.71%
-$5,572.25 
AVDE Avantis International Equity ETF
-0.63%
-$12,168.36 
AAPL Apple Inc.
-0.56%
-$27,945.54 
IBM International Business Machines Corporation
-0.49%
-$871.35 
FDN First Trust Dow Jones Internet Index Fund
-0.17%
-$361.89 
MCK McKesson Corporation
-0.11%
-$348.74 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.01%
-$48.56 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.01%
-$148.81 
FNY First Trust Mid Cap Growth Fund
0%
-$4.02 
JIVE JPMorgan International Value ETF
0%
-$2.05 
JPUS JPMorgan Diversified Return U.S. Equity ETF
0%
-$9.01 Events
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Dividends
Dividend Analysis
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| Trades 1908 | Longs Won 1371/1908 71% | Profit Factor 57.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $67,408.44 | Best Trade (Jun 29) $45.45M | Sharpe Ratio -19.17 |
| Average Loss -$2,987.05 | Worst Trade (Jun 29) -$188,615.28 | Z-Score -9.92 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $47,595.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.14% | 0.8% | 3.45% | 12.16% | 36.98% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Clear Point Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $45.45M, JPMorgan Chase & Co - $5.2M, Innovator IBD 50 ETF - $4.41M, State Street Corp - $1.68M, and SPDR S&P 500 ETF Trust - $1.51M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Bitcoin Trust - $194,233.9, Innovative Solutions & Support, Inc - $41,400, Super Micro Computer Inc - $34,905.31, Arrowhead Pharmaceuticals Inc - $20,809, and Nio Inc - $17,510. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Clear Point Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.77M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $381,533.58, First Trust Senior Loan ETF - $254,994.86, WisdomTree Floating Rate Treasury Fund - $240,883.27, JPMorgan Chase & Co - $236,285.9, and First Trust Enhanced Short Maturity Fund - $200,421.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Clear Point Advisors Inc.'s monthly returns?
Clear Point Advisors Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Clear Point Advisors Inc.'s strategy be considered aggressive or moderate?
Clear Point Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Clear Point Advisors Inc.'s strategy?
Clear Point Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
