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
901
$19.1K ﹤0.01%
168
-85
902
$18.9K ﹤0.01%
3,987
+1,329
903
$18.9K ﹤0.01%
330
-162
904
$18.9K ﹤0.01%
587
+193
905
$18.6K ﹤0.01%
285
906
$18.6K ﹤0.01%
432
907
$18.5K ﹤0.01%
963
908
$18.1K ﹤0.01%
752
909
$18K ﹤0.01%
45
910
$17.2K ﹤0.01%
5,000
911
$16.9K ﹤0.01%
804
+171
912
$16.8K ﹤0.01%
490
913
$16.7K ﹤0.01%
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914
$16.7K ﹤0.01%
734
915
$16.6K ﹤0.01%
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$16.6K ﹤0.01%
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-100
917
$16.5K ﹤0.01%
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918
$16.4K ﹤0.01%
+500
919
$16.3K ﹤0.01%
217
920
$16.3K ﹤0.01%
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-5
921
$16.1K ﹤0.01%
876
922
$15.5K ﹤0.01%
475
923
$15.5K ﹤0.01%
84
924
$15.4K ﹤0.01%
237
925
$15.3K ﹤0.01%
571