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
$5.86B
AUM Growth
+$3.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1 +$348M
2 +$231M
3 +$192M
4
VTV icon
Vanguard Value ETF
VTV
+$95.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$92.9M

Sector Composition

1 Technology 12%
2 Financials 6.33%
3 Industrials 5.12%
4 Healthcare 4.47%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$13.3K ﹤0.01%
100
1477
$13.3K ﹤0.01%
103
+69
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+192
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463
+425
1480
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1481
$13K ﹤0.01%
+346
1482
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150
+135
1483
$13K ﹤0.01%
+354
1484
$12.9K ﹤0.01%
180
1485
$12.8K ﹤0.01%
+691
1486
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99
+94
1487
$12.7K ﹤0.01%
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1488
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+85
1489
$12.7K ﹤0.01%
129
+5
1490
$12.6K ﹤0.01%
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1491
$12.6K ﹤0.01%
+634
1492
$12.6K ﹤0.01%
+426
1493
$12.6K ﹤0.01%
519
-1
1494
$12.5K ﹤0.01%
108
1495
$12.5K ﹤0.01%
+549
1496
$12.5K ﹤0.01%
+42
1497
$12.5K ﹤0.01%
+302
1498
$12.4K ﹤0.01%
+320
1499
$12.4K ﹤0.01%
+245
1500
$12.3K ﹤0.01%
160
+91