CAM
Clarity Asset Management Portfolio holdings
AUM
$168M
1-Year Est. Return
11.14%
1 Year Est. Return
+11.14%
AUM
$155M
AUM Growth
+$1.76M
(+1.1%)
Holding
229
Top Buys
| 1 | +$8.04M | |
| 2 | +$7.22M | |
| 3 | +$4.57M | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$3M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.32M |
Top Sells
| 1 | +$5.25M | |
| 2 | +$4.73M | |
| 3 | +$3.78M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$3.6M |
| 5 |
Nuveen ESG Large-Cap Value ETF
NULV
|
+$1.88M |
Sector Composition
| 1 | Industrials | 1.19% |
| 2 | Financials | 0.93% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Technology | 0.49% |
| 5 | Consumer Staples | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Zscaler
ZS
$51.1B
| – | – |
-25
|
|
||
|
ETHU
227
2x Ether ETF
ETHU
$2.01B
| – | – |
-36
|
|
||
|
XYZ
228
Block Inc
XYZ
$48.5B
| – | – |
-70
|
|
||
|
HTLF
229
DELISTED
Heartland Financial USA, Inc.
HTLF
| – | – |
-1,164
|
|