CA
Claro Advisors Portfolio holdings
AUM
$606M
1-Year Return
22.47%
This Quarter Return
+8.83%
1 Year Return
+22.47%
3 Year Return
+76.07%
5 Year Return
+117.4%
10 Year Return
–
AUM
$278M
AUM Growth
+$40M
(+17%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
8.12%
Top 10 Holdings %
Top 10 Hldgs %
29.19%
Holding
298
New
41
Increased
168
Reduced
58
Closed
15
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.43M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.79M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.09M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.04M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$867K |
Top Sells
Sector Composition
| 1 | Technology | 17.48% |
| 2 | Consumer Discretionary | 8.97% |
| 3 | Healthcare | 6.92% |
| 4 | Financials | 6.31% |
| 5 | Communication Services | 6.29% |
