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
$130M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.21M
3
+$1.02M
4
JPM icon
JPMorgan Chase
JPM
+$862K
5
AAPL icon
Apple
AAPL
+$838K

Top Sells

1
+$740K
2
+$395K
3
+$331K
4
PAGS icon
PagSeguro Digital
PAGS
+$235K
5
TWTR
Twitter, Inc.
TWTR
+$223K

Sector Composition

1 Technology 13.63%
2 Financials 8.51%
3 Healthcare 8.48%
4 Consumer Discretionary 8.24%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.91%
24,642
-500
27
$1.12M 0.86%
8,206
+183
28
$1.12M 0.86%
11,834
+70
29
$1.12M 0.86%
7,477
+2
30
$1.09M 0.84%
9,071
+32
31
$1.08M 0.84%
7,503
+205
32
$1.06M 0.81%
15,145
+1,591
33
$1.05M 0.81%
4,773
-22
34
$1.02M 0.79%
11,039
+941
35
$1.02M 0.79%
8,519
+531
36
$928K 0.71%
14,457
+1,103
37
$884K 0.68%
2,270
+16
38
$883K 0.68%
10,177
+170
39
$879K 0.68%
12,655
+1,038
40
$861K 0.66%
10,118
+18
41
$853K 0.66%
14,257
+100
42
$839K 0.65%
15,574
-843
43
$780K 0.6%
11,640
+3,300
44
$776K 0.6%
15,792
+1,557
45
$746K 0.57%
18,125
+475
46
$743K 0.57%
4,544
+443
47
$741K 0.57%
10,757
+94
48
$734K 0.57%
8,624
+2,051
49
$724K 0.56%
16,090
+215
50
$714K 0.55%
4,587
+46
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