test

Jennifer Street

@Claro Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$740.171MTotal holdings487
Assets growth rate-4.36%Assets growth rate (2-Q avg)8.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Claro Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 487 positions.

Assets under management

The assets under management (AUM) of Claro Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 740.171M in assets, with a quarterly growth rate of -4.36% and a 2-quarter average growth rate of 8.23%. The portfolio is managed by Jennifer Street, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLDPrologis Inc.
Recent Activity
Exited
0%
$296,057
2,344 shares@ $126.31 avg price
WCBRWisdomtree Tr
Recent Activity
Exited
0%
$293,498
11,537 shares@ $25.44 avg price
BSMOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$291,802
11,757 shares@ $24.82 avg price
BSTZBlackrock Science & Technolo
Recent Activity
Exited
0%
$289,759
15,092 shares@ $19.2 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$287,206
11,967 shares@ $24.0 avg price
BFAMBright Horizons Fam Sol In D
Recent Activity
Exited
0%
$275,356
1,965 shares@ $140.14 avg price
SCHOSchwab Strategic Tr
Recent Activity
Exited
0%
$270,474
5,522 shares@ $48.99 avg price
VBRVanguard Index Fds
Recent Activity
Exited
0%
$268,589
1,338 shares@ $200.74 avg price
CCKCrown Hldgs Inc
Recent Activity
Exited
0%
$265,876
2,773 shares@ $95.89 avg price
IXCIshares Tr
Recent Activity
Exited
0%
$261,128
6,451 shares@ $40.48 avg price