CA

Claro Advisors Portfolio holdings

AUM $606M
1-Year Est. Return 22.47%
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$36K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$221K
2 +$35.8K

Top Sells

1 +$829K
2 +$734K
3 +$634K
4
BMEZ icon
BlackRock Health Sciences Trust II
BMEZ
+$221K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$215K

Sector Composition

1 Technology 17.47%
2 Consumer Discretionary 8.96%
3 Healthcare 6.62%
4 Financials 6.31%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$61K 0.02%
10,000
277
$34K 0.01%
13,458
278
$9K ﹤0.01%
3
279
-8,725
280
-6,401
281
0
282
0