CA
Claro Advisors Portfolio holdings
AUM
$606M
1-Year Return
22.47%
This Quarter Return
-13.92%
1 Year Return
+22.47%
3 Year Return
+76.07%
5 Year Return
+117.4%
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.35%
Holding
1,121
New
1,118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.82M |
| 2 |
Apple
AAPL
|
+$5.01M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$3.83M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$3.55M |
| 5 |
Microsoft
MSFT
|
+$2.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.93% |
| 2 | Financials | 9.73% |
| 3 | Healthcare | 9.33% |
| 4 | Consumer Discretionary | 7.75% |
| 5 | Communication Services | 7.44% |
