CA
Claro Advisors Portfolio holdings
AUM
$606M
1-Year Return
22.47%
This Quarter Return
+21.27%
1 Year Return
+22.47%
3 Year Return
+76.07%
5 Year Return
+117.4%
10 Year Return
–
AUM
$145M
AUM Growth
+$38M
(+35%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
12.6%
Top 10 Holdings %
Top 10 Hldgs %
33.64%
Holding
194
New
37
Increased
89
Reduced
55
Closed
8
Top Buys
| 1 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$1.68M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.47M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.07M |
| 5 |
Amazon
AMZN
|
$968K |
Top Sells
Sector Composition
| 1 | Technology | 15.81% |
| 2 | Consumer Discretionary | 9.01% |
| 3 | Communication Services | 8.08% |
| 4 | Healthcare | 7.82% |
| 5 | Financials | 6.2% |
