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Claro Advisors Portfolio holdings

AUM $830M
1-Year Est. Return 21.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$4.31M
3
+$3.83M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.13M
5
MSFT icon
Microsoft
MSFT
+$2.33M

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 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$11K 0.01%
+126
652
$11K 0.01%
+60
653
$11K 0.01%
+474
654
$11K 0.01%
+1,005
655
$11K 0.01%
+634
656
$11K 0.01%
+630
657
$11K 0.01%
+188
658
$11K 0.01%
+815
659
$11K 0.01%
+133
660
$11K 0.01%
+50
661
$11K 0.01%
+325
662
$11K 0.01%
+725
663
$11K 0.01%
+2,352
664
$10K 0.01%
+201
665
$10K 0.01%
+125
666
$10K 0.01%
+361
667
$10K 0.01%
+114
668
$10K 0.01%
+3,247
669
$10K 0.01%
+263
670
$10K 0.01%
+87
671
$10K 0.01%
+135
672
$10K 0.01%
+208
673
$10K 0.01%
+233
674
$10K 0.01%
+215
675
$10K 0.01%
+488
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