CAM
Clarity Asset Management Portfolio holdings
AUM
$178M
1-Year Est. Return
11.78%
1 Year Est. Return
+11.78%
AUM
$178M
AUM Growth
+$10.7M
(+6.4%)
Holding
267
Top Buys
| 1 | +$369K | |
| 2 | +$251K | |
| 3 | +$215K | |
| 4 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
+$201K |
| 5 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$174K |
Top Sells
| 1 | +$244K | |
| 2 | +$192K | |
| 3 | +$189K | |
| 4 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$162K |
| 5 |
Intel
INTC
|
+$137K |
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 | |
|---|---|---|---|---|---|---|
251
Generac Holdings
GNRC
$9.78B
| – | – |
-15
|
|
||
252
iShares US Oil & Gas Exploration & Production ETF
IEO
$456M
| – | – |
-25
|
|
||
253
iShares Expanded Tech Sector ETF
IGM
$9.17B
| – | – |
-350
|
|
||
254
iShares Russell 1000 Value ETF
IWD
$68.4B
| – | – |
-180
|
|
||
255
iShares US Technology ETF
IYW
$21.6B
| – | – |
-300
|
|
||
256
Cheniere Energy
LNG
$41.5B
| – | – |
-5
|
|
||
257
Pfizer
PFE
$147B
| – | – |
-1,000
|
|
||
258
Piper Sandler
PIPR
$6.08B
| – | – |
-4
|
|
||
259
Rivian
RIVN
$21.5B
| – | – |
-250
|
|
||
260
iShares 0-3 Month Treasury Bond ETF
SGOV
$65.4B
| – | – |
-717
|
|
||
261
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
| – | – |
-652
|
|
||
262
SiriusXM
SIRI
$7.51B
| – | – |
-480
|
|
||
263
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| – | – |
-704
|
|
||
264
Sunoco
SUN
$10.1B
| – | – |
-400
|
|
||
265
US Bancorp
USB
$83.3B
| – | – |
-575
|
|
||
266
Vanguard Utilities ETF
VPU
$7.79B
| – | – |
-101
|
|
||
|
TTAN
267
ServiceTitan Inc
TTAN
$10B
| – | – |
-20
|
|