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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
851
$3K ﹤0.01%
+20
852
$3K ﹤0.01%
+70
853
$3K ﹤0.01%
+50
854
$3K ﹤0.01%
+98
855
$3K ﹤0.01%
+168
856
$3K ﹤0.01%
+55
857
$3K ﹤0.01%
+120
858
$3K ﹤0.01%
+30
859
$3K ﹤0.01%
+4
860
$3K ﹤0.01%
+72
861
$3K ﹤0.01%
+174
862
$3K ﹤0.01%
+105
863
$3K ﹤0.01%
+83
864
$3K ﹤0.01%
+187
865
$3K ﹤0.01%
+19
866
$3K ﹤0.01%
+66
867
$3K ﹤0.01%
+71
868
$3K ﹤0.01%
+300
869
$3K ﹤0.01%
+16
870
$3K ﹤0.01%
+58
871
$3K ﹤0.01%
+81
872
$3K ﹤0.01%
+58
873
$3K ﹤0.01%
+97
874
$3K ﹤0.01%
+3
875
$3K ﹤0.01%
+85
33 34
35
36 37