CAM

Clarity Asset Management Portfolio holdings

AUM $182M
1-Year Est. Return 14.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$7.25M
3
+$4.85M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$3.2M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.4M

Top Sells

1
+$5.17M
2
+$4.82M
3
+$4.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.63M
5
NULV icon
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
– –
-25
227
– –
-70
228
– –
-1,164
229
– –
-36
6 7 8 9
10