CRA
Clear Retirement Advice Portfolio holdings
AUM
$127M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$127M
AUM Growth
-$1.19M
(-0.92%)
Holding
54
Top Buys
| 1 | +$1.56M | |
| 2 | +$230K | |
| 3 | +$223K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$219K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$217K |
Top Sells
| 1 | +$100K | |
| 2 | +$94.3K | |
| 3 | +$59.3K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$51.8K |
| 5 |
iShares Gold Trust
IAU
|
+$35.4K |
Sector Composition
| 1 | Technology | 1.82% |
| 2 | Financials | 1.21% |
| 3 | Communication Services | 0.85% |
| 4 | Consumer Discretionary | 0.58% |
| 5 | Healthcare | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 2000 Growth ETF
IWO
$14.4B
| $222K | 0.17% |
707
-3
|
|
||
52
Chubb
CB
$128B
| $214K | 0.17% |
656
|
|
||
53
Home Depot
HD
$313B
| $211K | 0.17% |
642
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.04T
| $203K | 0.16% |
+423
|
|