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CAM

Clarity Asset Management Portfolio holdings

AUM $198M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$249K
3
+$207K
4
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$196K
5
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$173K

Top Sells

1
+$240K
2
+$186K
3
+$183K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$158K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$126K

Sector Composition

1 Industrials 1.11%
2 Consumer Discretionary 0.68%
3 Financials 0.62%
4 Technology 0.55%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.28K ﹤0.01%
45
227
$2.2K ﹤0.01%
+48
228
$2.06K ﹤0.01%
+18
229
$2.05K ﹤0.01%
+27
230
$2.04K ﹤0.01%
+105
231
$2.02K ﹤0.01%
+24
232
$1.99K ﹤0.01%
42
233
$1.98K ﹤0.01%
+14
234
$1.98K ﹤0.01%
+16
235
$1.86K ﹤0.01%
125
+4
236
$1.81K ﹤0.01%
64
+1
237
$1.8K ﹤0.01%
+28
238
$1.56K ﹤0.01%
52
239
$1.22K ﹤0.01%
14
240
$1.17K ﹤0.01%
34
241
$1.11K ﹤0.01%
3
242
$1.08K ﹤0.01%
20
243
$1.04K ﹤0.01%
17
244
$1.01K ﹤0.01%
+26
245
$989 ﹤0.01%
15
246
$932 ﹤0.01%
12
247
$823 ﹤0.01%
14
+1
248
$743 ﹤0.01%
14
249
$723 ﹤0.01%
69
+1
250
– –
-390
7 8 9
10
11