CA
Claro Advisors Portfolio holdings
AUM
$606M
1-Year Return
22.47%
This Quarter Return
+15.17%
1 Year Return
+22.47%
3 Year Return
+76.07%
5 Year Return
+117.4%
10 Year Return
–
AUM
$188M
AUM Growth
+$30.4M
(+19%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
5.76%
Top 10 Holdings %
Top 10 Hldgs %
31.13%
Holding
221
New
25
Increased
80
Reduced
87
Closed
9
Top Buys
| 1 |
iShares Global Clean Energy ETF
ICLN
|
$1.48M |
| 2 |
Invesco
IVZ
|
$1.41M |
| 3 |
Invesco Solar ETF
TAN
|
$1.19M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$989K |
| 5 |
Amazon
AMZN
|
$785K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$565K |
| 2 |
Pfizer
PFE
|
$349K |
| 3 |
Chevron
CVX
|
$301K |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$301K |
| 5 |
DNKN
Dunkin' Brands Group, Inc.
DNKN
|
$278K |
Sector Composition
| 1 | Technology | 16.3% |
| 2 | Consumer Discretionary | 9.7% |
| 3 | Communication Services | 7.57% |
| 4 | Financials | 6.86% |
| 5 | Healthcare | 6.76% |
