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
$268M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$476K
3 +$461K
4
AAPL icon
Apple
AAPL
+$432K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$335K

Sector Composition

1 Technology 2.71%
2 Financials 1.75%
3 Healthcare 1.27%
4 Industrials 1.16%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,557
77
-3,186
78
-6,933