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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.01M
3
+$3.83M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.55M
5
MSFT icon
Microsoft
MSFT
+$2.48M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
+37
777
$5K ﹤0.01%
+97
778
$5K ﹤0.01%
+150
779
$5K ﹤0.01%
+20
780
$5K ﹤0.01%
+30
781
$5K ﹤0.01%
+46
782
$5K ﹤0.01%
+35
783
$5K ﹤0.01%
+38
784
$5K ﹤0.01%
+100
785
$5K ﹤0.01%
+81
786
$5K ﹤0.01%
+250
787
$5K ﹤0.01%
+124
788
$5K ﹤0.01%
+60
789
$5K ﹤0.01%
+97
790
$5K ﹤0.01%
+26
791
$5K ﹤0.01%
+68
792
$5K ﹤0.01%
+132
793
$5K ﹤0.01%
+27
794
$5K ﹤0.01%
+83
795
$5K ﹤0.01%
+400
796
$5K ﹤0.01%
+100
797
$5K ﹤0.01%
+100
798
$5K ﹤0.01%
+270
799
$5K ﹤0.01%
+468
800
$5K ﹤0.01%
+116
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