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
$306M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1 +$3.1M
2 +$2.57M
3 +$2.29M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.16M
5
MSFT icon
Microsoft
MSFT
+$2.09M

Sector Composition

1 Technology 13.27%
2 Financials 8.44%
3 Healthcare 7.68%
4 Consumer Discretionary 5.92%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-3,125