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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
TENTsakos Energy Navigation Ltd
Recent Activity
Exited
0%
$213,200
8,494 shares@ $25.11 avg price
RGAReinsurance Grp Of America I
Recent Activity
Exited
0%
$212,619
976 shares@ $217.85 avg price
INTUIntuit
Recent Activity
Exited
0%
$211,845
341 shares@ $621.25 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Exited
0%
$211,185
4,200 shares@ $50.29 avg price
NEMNewmont Corp
Recent Activity
Exited
0%
$211,165
3,951 shares@ $53.45 avg price
SPYDSpdr Ser Tr
Recent Activity
Exited
0%
$209,350
4,586 shares@ $45.65 avg price
FISFidelity Natl Information Sv
Recent Activity
Exited
0%
$207,524
2,478 shares@ $83.75 avg price
NTNXNutanix Inc
Recent Activity
Exited
0%
$207,138
3,496 shares@ $59.25 avg price
MSIMotorola Solutions Inc
Recent Activity
Exited
0%
$204,646
455 shares@ $449.78 avg price
FITBFifth Third Bancorp
Recent Activity
Exited
0%
$203,378
4,747 shares@ $42.85 avg price