CA

Claro Advisors Portfolio holdings

AUM $685M
1-Year Est. Return 22.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.47M
3
+$1.27M
4
XOM icon
Exxon Mobil
XOM
+$1.27M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.09M

Top Sells

1
+$1.41M
2
+$1.35M
3
+$1.08M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$968K
5
SCHW icon
Charles Schwab
SCHW
+$804K

Sector Composition

1 Technology 15.77%
2 Financials 7.14%
3 Healthcare 6.85%
4 Consumer Discretionary 6.09%
5 Consumer Staples 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
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