CF
Claris Financial Portfolio holdings
AUM
$133M
1 Year Est. Return
–
AUM
$152M
AUM Growth
$0
(0%)
Holding
153
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Consumer Discretionary | 4.4% |
| 3 | Healthcare | 4.25% |
| 4 | Financials | 3.96% |
| 5 | Consumer Staples | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Honeywell
HON
$137B
| $202K | 0.13% |
895
|
|
||
152
SPDR Gold Trust
GLD
$131B
| $201K | 0.13% |
832
|
|
||
153
iShares Russell 2000 Growth ETF
IWO
$13.4B
| $47.8K | 0.03% |
166
|
|