Jennifer Street

@Claro Advisors Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$740.171M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FMCFmc Corp Recent Activity Exited	0%	$234,034 3,549 shares@ $65.95 avg price	Exited
AZNAstrazeneca Plc Recent Activity Exited	0%	$232,798 2,988 shares@ $77.92 avg price	Exited
ATSGAir Transport Services Grp I Recent Activity Exited	0%	$232,505 14,361 shares@ $16.2 avg price	Exited
MTZMastec Inc Recent Activity Exited	0%	$230,197 1,870 shares@ $123.1 avg price	Exited
RGLDRoyal Gold Inc Recent Activity Exited	0%	$228,692 1,630 shares@ $140.31 avg price	Exited
PSAPublic Storage Oper Co Recent Activity Exited	0%	$227,166 624 shares@ $364.05 avg price	Exited
URTHIshares Inc Recent Activity Exited	0%	$221,401 1,411 shares@ $156.92 avg price	Exited
HYDVaneck Etf Trust Recent Activity Exited	0%	$221,355 4,171 shares@ $53.08 avg price	Exited
EMEEmcor Group Inc Recent Activity Exited	0%	$218,710 508 shares@ $430.54 avg price	Exited
AFLAflac Inc Recent Activity Exited	0%	$216,355 1,935 shares@ $111.82 avg price	Exited