Clearstead Trust LLC Fund Performance

	Fund	Portfolio Manager	Performance 24Q4	AUM	# of Holdings	Performance Rank	Allocation
	Clearstead Trust LLC	Clearstead Trust LLC	5.97%	$462709000	430

Top Holdings Performance History

Clearstead Trust LLC Holdings Map

Top 50 Clearstead Trust LLC Holdings

Trade Value: Δ in % of Portf:

% of Portfolio:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Sector	Date

Largest Stock Buys since Q4 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Largest Stock Sells since Q4 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Portfolio Structure

Sector Allocation over time

Clearstead Trust LLC Performance History

Performance Metric	3-Year Annualized Return	3-Year Cumulative Return	Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

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