Long-term investor
Claro Advisors Inc. @claroadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764386).
Record
- Tracked since 2025-06-30 (441 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 6.3% · long · since 2025-06-30
- IWF · 4.0% · long · since 2025-06-30
- IWD · 3.5% · long · since 2025-06-30
- VEA · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- 46090E103 · 2.0% · long · since 2025-06-30
- IUSB · 1.9% · long · since 2025-06-30
- DYNF · 1.9% · long · since 2025-06-30
- SPY · 1.7% · long · since 2025-06-30