CA
Claro Advisors Portfolio holdings
AUM
$606M
1-Year Return
22.47%
This Quarter Return
-14.2%
1 Year Return
+22.47%
3 Year Return
+76.07%
5 Year Return
+117.4%
10 Year Return
–
AUM
$251M
AUM Growth
-$26.5M
(-9.5%)
Cap. Flow
+$26.8M
Cap. Flow
% of AUM
10.66%
Top 10 Holdings %
Top 10 Hldgs %
29.71%
Holding
336
New
54
Increased
159
Reduced
57
Closed
57
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.76M |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$2.41M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.01M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.39M |
Top Sells
Sector Composition
| 1 | Technology | 13.96% |
| 2 | Healthcare | 7.65% |
| 3 | Consumer Discretionary | 7.06% |
| 4 | Financials | 6.8% |
| 5 | Communication Services | 5.54% |
