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
1026
$1K ﹤0.01%
+38
1027
$1K ﹤0.01%
+15
1028
$1K ﹤0.01%
+31
1029
$1K ﹤0.01%
+50
1030
$1K ﹤0.01%
+18
1031
$1K ﹤0.01%
+53
1032
$1K ﹤0.01%
+43
1033
$1K ﹤0.01%
+20
1034
$1K ﹤0.01%
+26
1035
$1K ﹤0.01%
+46
1036
$1K ﹤0.01%
+15
1037
$1K ﹤0.01%
+26
1038
$1K ﹤0.01%
+80
1039
$1K ﹤0.01%
+9
1040
$1K ﹤0.01%
+15
1041
$1K ﹤0.01%
+58
1042
$1K ﹤0.01%
+19
1043
$1K ﹤0.01%
+25
1044
$1K ﹤0.01%
+5
1045
$1K ﹤0.01%
+12
1046
$1K ﹤0.01%
+40
1047
$1K ﹤0.01%
+50
1048
$1K ﹤0.01%
+6
1049
$1K ﹤0.01%
+79
1050
$1K ﹤0.01%
+15
40 41
42
43 44