CA

Claro Advisors Portfolio holdings

AUM $685M
1-Year Est. Return 22.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.02M
3
+$635K
4
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$571K
5
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$557K

Top Sells

1
+$1.95M
2
+$562K
3
+$383K
4
BA icon
Boeing
BA
+$349K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$338K

Sector Composition

1 Technology 15.08%
2 Healthcare 9.03%
3 Communication Services 8.97%
4 Consumer Discretionary 8.57%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
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