CA

Claris Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.09%
2 Technology 5.77%
3 Industrials 2.81%
4 Healthcare 1.8%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.21%
+3,907