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CA
Claro Advisors Portfolio holdings
AUM
$830M
1-Year Est. Return
21.84%
This Fund
S&P 500
1 Year Est. Return
+21.84%
AUM
$238M
AUM Growth
+$15.6M
(+7%)
Holding
267
Top Buys
| 1 | +$1.43M | |
| 2 | +$1.12M | |
| 3 | +$936K | |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
+$876K |
| 5 |
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
|
+$716K |
Top Sells
| 1 | +$1.91M | |
| 2 | +$1.01M | |
| 3 | +$675K | |
| 4 |
DRNA
Dicerna Pharmaceuticals, Inc.
DRNA
|
+$304K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$283K |
Sector Composition
| 1 | Technology | 17.04% |
| 2 | Consumer Discretionary | 9.26% |
| 3 | Communication Services | 7.28% |
| 4 | Healthcare | 7.18% |
| 5 | Financials | 6.66% |