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
$252M
AUM Growth
+$180K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$180K

Top Sells

1 +$46.2M
2 +$38.9M
3 +$4.29M
4
BINI
Bollinger Innovations
BINI
+$69K
5
AEG icon
Aegon
AEG
+$3.02K

Sector Composition

1 Technology 14.02%
2 Healthcare 7.65%
3 Consumer Discretionary 7.06%
4 Financials 6.79%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$33K 0.01%
16,314
277
0