Client Dashboard FAQ - CLA (CliftonLarsonAllen)
The data is calculated using annualized returns and includes intra-group flows. Contribution Rate: ... The Performance by Asset Class chart summarizes the data based on year to date and inception to date while providing both a percentage and a dollar amount. Capital Flows: The Capital Flows chart groups the data by year and shows the values based on inception to date. The report is based on ... ................
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