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
$1.34B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,445
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$4.88M
3
+$3.2M
4
QLD icon
ProShares Ultra QQQ
QLD
+$2.09M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.87M

Top Sells

1
+$2.34M
2
+$1.45M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.14M
5
STE icon
Steris
STE
+$999K

Sector Composition

1 Technology 12.57%
2 Financials 9.9%
3 Healthcare 6.51%
4 Consumer Discretionary 5.58%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$2K ﹤0.01%
+91
1152
$2K ﹤0.01%
44
+1
1153
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45
1154
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20
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200
-86
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50
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+5
1158
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400
1159
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24
1160
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1161
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1162
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102
1163
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1164
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5
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117
1166
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1167
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250
1168
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8
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1170
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1171
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15
1172
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27
1173
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14
1174
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156
1175
$1K ﹤0.01%
36
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45 46
47
48 49