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
$231M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Sells

1 +$443K
2 +$98K
3 +$67K
4
CI icon
Cigna
CI
+$17.7K
5
LOW icon
Lowe's Companies
LOW
+$2.98K

Sector Composition

1 Financials 1.91%
2 Technology 1.89%
3 Industrials 1.6%
4 Healthcare 1.33%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$148 ﹤0.01%
+10
1052
$148 ﹤0.01%
+4
1053
$147 ﹤0.01%
+2
1054
$146 ﹤0.01%
+4
1055
$146 ﹤0.01%
+3
1056
$145 ﹤0.01%
+4
1057
$145 ﹤0.01%
+3
1058
$145 ﹤0.01%
+4
1059
$145 ﹤0.01%
+1
1060
$145 ﹤0.01%
+3
1061
$143 ﹤0.01%
+3
1062
$143 ﹤0.01%
+8
1063
$142 ﹤0.01%
+2
1064
$141 ﹤0.01%
+3
1065
$140 ﹤0.01%
+2
1066
$140 ﹤0.01%
+2
1067
$140 ﹤0.01%
+2
1068
$140 ﹤0.01%
+5
1069
$139 ﹤0.01%
+7
1070
$136 ﹤0.01%
+6
1071
$135 ﹤0.01%
+6
1072
$135 ﹤0.01%
+2
1073
$135 ﹤0.01%
+13
1074
$134 ﹤0.01%
+8
1075
$134 ﹤0.01%
+8