CT

Clearstead Trust Portfolio holdings

AUM $585M
1-Year Est. Return 25.69%
This Quarter Est. Return
1 Year Est. Return
+25.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.2M
3
+$1.69M
4
CRM icon
Salesforce
CRM
+$1.66M
5
EVA
Enviva Inc.
EVA
+$1.27M

Top Sells

1
+$3.88M
2
+$3.25M
3
+$3.08M
4
PG icon
Procter & Gamble
PG
+$3.03M
5
AMT icon
American Tower
AMT
+$1.4M

Sector Composition

1 Technology 15.37%
2 Healthcare 10.45%
3 Consumer Staples 5.56%
4 Financials 5.42%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
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