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
$400M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.19M
3
+$960K
4
NVDA icon
NVIDIA
NVDA
+$896K
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$879K

Top Sells

1
+$1.38M
2
+$997K
3
+$718K
4
VMW
VMware, Inc
VMW
+$700K
5
EW icon
Edwards Lifesciences
EW
+$517K

Sector Composition

1 Technology 15.04%
2 Healthcare 8.13%
3 Financials 6.82%
4 Consumer Discretionary 6.08%
5 Consumer Staples 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
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