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Home > Institutional Investor > Claro Advisors Llc > Profile

Instuitional Investor - Claro Advisors Llc

Fund Profile
Filing Period:
Fund Name: Claro Advisors Llc
Portfolio Value $461,841,340
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 53,680 $25,514,616 5.52%
2.
Apple Inc.
 AAPL 115,800 $22,295,010 4.82%
3.
Microsoft Corp
 MSFT 48,030 $18,061,026 3.91%
4.
Vanguard Index Fds
 30,371 $13,265,932 2.87%
5.
Schwab Strategic Trust
 FNDF 153,928 $12,769,846 2.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)