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
$6.43B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,335
New
Increased
Reduced
Closed

Top Buys

1 +$42M
2 +$25M
3 +$21M
4
AWK icon
American Water Works
AWK
+$16.5M
5
UBER icon
Uber
UBER
+$15.7M

Sector Composition

1 Technology 10.7%
2 Financials 7.57%
3 Industrials 5%
4 Healthcare 3.75%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$17.9K ﹤0.01%
+159
1452
$17.8K ﹤0.01%
464
1453
$17.7K ﹤0.01%
287
-91
1454
$17.6K ﹤0.01%
180
-44
1455
$17.6K ﹤0.01%
2,266
1456
$17.4K ﹤0.01%
611
+1
1457
$17.4K ﹤0.01%
+570
1458
$17.2K ﹤0.01%
2,000
1459
$17.2K ﹤0.01%
262
+252
1460
$17.2K ﹤0.01%
300
1461
$17.1K ﹤0.01%
170
1462
$17.1K ﹤0.01%
1,240
1463
$17.1K ﹤0.01%
597
1464
$17K ﹤0.01%
348
1465
$16.9K ﹤0.01%
1,416
1466
$16.7K ﹤0.01%
+1,683
1467
$16.6K ﹤0.01%
1,000
1468
$16.6K ﹤0.01%
257
1469
$16.6K ﹤0.01%
459
1470
$16.5K ﹤0.01%
91
1471
$16.4K ﹤0.01%
3,000
1472
$16.4K ﹤0.01%
273
1473
$16.4K ﹤0.01%
98
1474
$16.3K ﹤0.01%
+353
1475
$16.2K ﹤0.01%
497
-14