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
+$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,139
New
Increased
Reduced
Closed

Top Sells

1 +$22.7M
2 +$14M
3 +$14M
4
DBX icon
Dropbox
DBX
+$7.27M
5
QCOM icon
Qualcomm
QCOM
+$5.1M

Sector Composition

1 Technology 11.77%
2 Financials 6.67%
3 Industrials 5.44%
4 Healthcare 4.48%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$16.3K ﹤0.01%
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$14.9K ﹤0.01%
78
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$14.9K ﹤0.01%
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$14.8K ﹤0.01%
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$14.8K ﹤0.01%
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$14.8K ﹤0.01%
205
1500
$14.7K ﹤0.01%
140