CA

Clearstead Advisors Portfolio holdings

AUM $6.86B
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,462
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$4.2M
3 +$3.55M
4
AAPL icon
Apple
AAPL
+$2.67M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$2.44M

Sector Composition

1 Technology 12.28%
2 Financials 7.93%
3 Healthcare 6.51%
4 Consumer Discretionary 4.99%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$26.1K ﹤0.01%
235
802
$26.1K ﹤0.01%
1,046
803
$25.7K ﹤0.01%
4,240
-200
804
$25.5K ﹤0.01%
+574
805
$25.3K ﹤0.01%
267
806
$24.9K ﹤0.01%
1,080
807
$24.8K ﹤0.01%
94
+22
808
$24.7K ﹤0.01%
400
+3
809
$24.7K ﹤0.01%
1,322
810
$24.7K ﹤0.01%
395
+48
811
$24.5K ﹤0.01%
1,585
+300
812
$24.5K ﹤0.01%
492
+47
813
$24.1K ﹤0.01%
193
814
$23.8K ﹤0.01%
597
815
$23.8K ﹤0.01%
509
816
$23.7K ﹤0.01%
388
817
$23.6K ﹤0.01%
+1,250
818
$23.4K ﹤0.01%
24
-8
819
$23.3K ﹤0.01%
359
820
$23.3K ﹤0.01%
+230
821
$23.2K ﹤0.01%
306
822
$23.2K ﹤0.01%
+393
823
$23.2K ﹤0.01%
292
824
$23.2K ﹤0.01%
392
+66
825
$23.1K ﹤0.01%
631
-224