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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
826
$4K ﹤0.01%
+33
827
$4K ﹤0.01%
+200
828
$4K ﹤0.01%
+194
829
$4K ﹤0.01%
+379
830
$4K ﹤0.01%
+1,899
831
$4K ﹤0.01%
+79
832
$4K ﹤0.01%
+1,447
833
$4K ﹤0.01%
+28
834
$4K ﹤0.01%
+75
835
$4K ﹤0.01%
+200
836
$3K ﹤0.01%
+23
837
$3K ﹤0.01%
+15
838
$3K ﹤0.01%
+39
839
$3K ﹤0.01%
+29
840
$3K ﹤0.01%
+77
841
$3K ﹤0.01%
+2,000
842
$3K ﹤0.01%
+6
843
$3K ﹤0.01%
+26
844
$3K ﹤0.01%
+190
845
$3K ﹤0.01%
+140
846
$3K ﹤0.01%
+100
847
$3K ﹤0.01%
+74
848
$3K ﹤0.01%
+86
849
$3K ﹤0.01%
+193
850
$3K ﹤0.01%
+100
32 33
34
35 36