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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
876
$3K ﹤0.01%
+54
877
$3K ﹤0.01%
+23
878
$3K ﹤0.01%
+29
879
$3K ﹤0.01%
+35
880
$3K ﹤0.01%
+100
881
$3K ﹤0.01%
+26
882
$3K ﹤0.01%
+58
883
$3K ﹤0.01%
+400
884
$3K ﹤0.01%
+327
885
$3K ﹤0.01%
+65
886
$2K ﹤0.01%
+12
887
$2K ﹤0.01%
+100
888
$2K ﹤0.01%
+100
889
$2K ﹤0.01%
+19
890
$2K ﹤0.01%
+63
891
$2K ﹤0.01%
+56
892
$2K ﹤0.01%
+28
893
$2K ﹤0.01%
+90
894
$2K ﹤0.01%
+73
895
$2K ﹤0.01%
+26
896
$2K ﹤0.01%
+37
897
$2K ﹤0.01%
+31
898
$2K ﹤0.01%
+52
899
$2K ﹤0.01%
+37
900
$2K ﹤0.01%
+45
34 35
36
37 38