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
201
$14.4K 0.01%
+278
202
$14.2K 0.01%
+125
203
$14K 0.01%
+218
204
$13.7K 0.01%
+175
205
$13.4K 0.01%
+303
206
$13.2K 0.01%
+85
207
$12.9K 0.01%
+516
208
$12.9K 0.01%
+950
209
$12.5K 0.01%
+44
210
$12.4K 0.01%
+20
211
$12.2K 0.01%
+256
212
$11.6K 0.01%
+77
213
$11.6K 0.01%
+149
214
$11.5K 0.01%
+240
215
$11.1K ﹤0.01%
+500
216
$11K ﹤0.01%
+104
217
$10.8K ﹤0.01%
+103
218
$10.6K ﹤0.01%
+12
219
$10.6K ﹤0.01%
+142
220
$10.5K ﹤0.01%
+25
221
$10.5K ﹤0.01%
+902
222
$10.4K ﹤0.01%
+125
223
$10.4K ﹤0.01%
+126
224
$10.1K ﹤0.01%
+242
225
$10K ﹤0.01%
+250