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
$93.8M
AUM Growth
-$706K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$353K
2 +$217K
3 +$215K
4
TGT icon
Target
TGT
+$210K
5
NEE icon
NextEra Energy
NEE
+$206K

Sector Composition

1 Technology 5.64%
2 Financials 5.54%
3 Industrials 2.74%
4 Healthcare 1.95%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,209
52
-4,605