CF
Claris Financial Portfolio holdings
AUM
$188M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$188M
AUM Growth
–
Holding
178
Top Buys
| 1 | +$11.4M | |
| 2 | +$10.4M | |
| 3 | +$9.28M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$8.88M |
| 5 |
NVIDIA
NVDA
|
+$7.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.79% |
| 2 | Financials | 5.35% |
| 3 | Healthcare | 4.34% |
| 4 | Consumer Discretionary | 3.89% |
| 5 | Industrials | 2.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$130M
| $205K | 0.11% |
+4,516
|
|
||
177
iShares Core S&P 500 ETF
IVV
$736B
| $203K | 0.11% |
+297
|
|
||
178
DuPont de Nemours
DD
$18.8B
| $73.2K | 0.04% |
+1,821
|
|