CA
Claar Advisors Portfolio holdings
AUM
$326M
This Quarter Return
+9.05%
1 Year Return
+19.62%
3 Year Return
+81.27%
5 Year Return
+104.14%
10 Year Return
+197.96%
AUM
$252M
AUM Growth
–
Cap. Flow
+$252M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.17%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Equinix
EQIX
|
$27.1M |
| 2 |
Abbott
ABT
|
$16.9M |
| 3 |
Rithm Capital
RITM
|
$14.7M |
| 4 |
Ashland
ASH
|
$14.6M |
| 5 |
MIC
Macquarie Infrastructure Holdings, LLC
MIC
|
$14.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 18.91% |
| 2 | Real Estate | 16.56% |
| 3 | Consumer Discretionary | 13.6% |
| 4 | Energy | 10.31% |
| 5 | Financials | 8.42% |