CA

Claro Advisors Portfolio holdings

AUM $734M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
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 +$176K

Top Sells

1 +$2.36M
2 +$1.98M
3 +$1.78M
4
AEG icon
Aegon
AEG
+$3K

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