CRAL
Clear Retirement Advice LLC Portfolio holdings
AUM
$129M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$129M
AUM Growth
–
Holding
53
Top Buys
| 1 | +$14.4M | |
| 2 | +$12.2M | |
| 3 | +$12.1M | |
| 4 |
Invesco Short Term Treasury ETF
TBLL
|
+$11.8M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$7.03M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.1% |
| 2 | Communication Services | 0.97% |
| 3 | Technology | 0.68% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Industrials | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 2000 Growth ETF
IWO
$13.4B
| $236K | 0.18% |
+710
|
|
||
52
TJX Companies
TJX
$173B
| $221K | 0.17% |
+1,433
|
|
||
53
Chubb
CB
$132B
| $216K | 0.17% |
+656
|
|