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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
WDAYWorkday Inc
Recent Activity
Exited
0%
$255,409
1,045 shares@ $244.42 avg price
FNFFidelity National Financial
Recent Activity
Exited
0%
$253,223
4,080 shares@ $62.07 avg price
APPFAppfolio Inc
Recent Activity
Exited
0%
$251,643
1,069 shares@ $235.41 avg price
CTASCintas Corp
Recent Activity
Exited
0%
$251,213
1,220 shares@ $205.92 avg price
STAGStag Indl Inc
Recent Activity
Exited
0%
$249,903
6,393 shares@ $39.1 avg price
WINGWingstop Inc
Recent Activity
Exited
0%
$245,072
589 shares@ $416.09 avg price
CINFCincinnati Finl Corp
Recent Activity
Exited
0%
$239,206
1,757 shares@ $136.15 avg price
CSXCsx Corp
Recent Activity
Exited
0%
$238,286
6,901 shares@ $34.53 avg price
MEGINyli Cbre Gbl Infr Megtrnds
Recent Activity
Exited
0%
$236,175
15,840 shares@ $14.92 avg price
DOWDow Inc
Recent Activity
Exited
0%
$234,374
4,290 shares@ $54.64 avg price