CTA

Clear Trail Advisors Portfolio holdings

AUM $431M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$29M
2 +$27.7M
3 +$25.5M
4
AAPL icon
Apple
AAPL
+$21.7M
5
MSFT icon
Microsoft
MSFT
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.7%
2 Energy 14.33%
3 Financials 13.41%
4 Consumer Discretionary 11.99%
5 Consumer Staples 10.04%