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
$1.65B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,463
New
Increased
Reduced
Closed

Top Sells

1 +$6.66M
2 +$3.7M
3 +$3.38M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.18M
5
CMT icon
Core Molding Technologies
CMT
+$1.14M

Sector Composition

1 Technology 13.61%
2 Financials 8.28%
3 Healthcare 6.41%
4 Industrials 5.02%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$30K ﹤0.01%
881
827
$30K ﹤0.01%
501
-53
828
$29.8K ﹤0.01%
621
829
$29.5K ﹤0.01%
2,716
+500
830
$29.3K ﹤0.01%
1,500
831
$29.3K ﹤0.01%
897
+573
832
$29K ﹤0.01%
735
833
$28.9K ﹤0.01%
315
+256
834
$28.9K ﹤0.01%
600
835
$28.5K ﹤0.01%
735
+25
836
$28.5K ﹤0.01%
3,548
837
$28.5K ﹤0.01%
306
838
$27.8K ﹤0.01%
240
+100
839
$27.7K ﹤0.01%
193
840
$27.7K ﹤0.01%
500
841
$27.4K ﹤0.01%
523
842
$27.3K ﹤0.01%
90
-4
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$27.2K ﹤0.01%
479
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$26.8K ﹤0.01%
1,420
845
$26.8K ﹤0.01%
+2,550
846
$26.6K ﹤0.01%
247
847
$26.5K ﹤0.01%
350
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$26.5K ﹤0.01%
515
849
$26.4K ﹤0.01%
22,000
850
$26.3K ﹤0.01%
1,046