We are live on ! Find out more
CA

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
676
$10K 0.01%
+194
677
$10K 0.01%
+39
678
$10K 0.01%
+192
679
$10K 0.01%
+163
680
$10K 0.01%
+192
681
$10K 0.01%
+1,400
682
$10K 0.01%
+306
683
$10K 0.01%
+35
684
$10K 0.01%
+315
685
$10K 0.01%
+100
686
$10K 0.01%
+122
687
$9K 0.01%
+162
688
$9K 0.01%
+190
689
$9K 0.01%
+176
690
$9K 0.01%
+428
691
$9K 0.01%
+450
692
$9K 0.01%
+80
693
$9K 0.01%
+94
694
$9K 0.01%
+200
695
$9K 0.01%
+175
696
$9K 0.01%
+159
697
$9K 0.01%
+500
698
$9K 0.01%
+200
699
$9K 0.01%
+129
700
$9K 0.01%
+500
26 27
28
29 30