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
176
$22.1K 0.01%
+152
177
$21.9K 0.01%
+46
178
$21.9K 0.01%
+1,500
179
$21.3K 0.01%
+82
180
$21.1K 0.01%
+562
181
$21.1K 0.01%
+154
182
$21.1K 0.01%
+150
183
$20.4K 0.01%
+700
184
$20.2K 0.01%
+229
185
$19.9K 0.01%
+254
186
$19.8K 0.01%
+99
187
$19.8K 0.01%
+1,097
188
$19.4K 0.01%
+215
189
$19.2K 0.01%
+375
190
$18.3K 0.01%
+1,735
191
$18.2K 0.01%
+342
192
$17.6K 0.01%
+200
193
$15.9K 0.01%
+200
194
$15.6K 0.01%
+56
195
$15.3K 0.01%
+113
196
$14.9K 0.01%
+72
197
$14.8K 0.01%
+75
198
$14.7K 0.01%
+478
199
$14.6K 0.01%
+324
200
$14.5K 0.01%
+139