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
976
$1K ﹤0.01%
+117
977
$1K ﹤0.01%
+23
978
$1K ﹤0.01%
+11
979
$1K ﹤0.01%
+2
980
$1K ﹤0.01%
+16
981
$1K ﹤0.01%
+7
982
$1K ﹤0.01%
+132
983
$1K ﹤0.01%
+31
984
$1K ﹤0.01%
+7
985
$1K ﹤0.01%
+22
986
$1K ﹤0.01%
+7
987
$1K ﹤0.01%
+30
988
$1K ﹤0.01%
+48
989
$1K ﹤0.01%
+13
990
$1K ﹤0.01%
+15
991
$1K ﹤0.01%
+47
992
$1K ﹤0.01%
+16
993
$1K ﹤0.01%
+60
994
$1K ﹤0.01%
+18
995
$1K ﹤0.01%
+22
996
$1K ﹤0.01%
+18
997
$1K ﹤0.01%
+100
998
$1K ﹤0.01%
+40
999
$1K ﹤0.01%
+70
1000
$1K ﹤0.01%
+26
38 39
40
41 42