CAM
Clarity Asset Management Portfolio holdings
AUM
$182M
1-Year Est. Return
14.22%
This Fund
S&P 500
1 Year Est. Return
+14.22%
AUM
$178M
AUM Growth
+$10.7M
(+6.4%)
Holding
267
Top Buys
| 1 | +$363K | |
| 2 | +$249K | |
| 3 | +$207K | |
| 4 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
+$196K |
| 5 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$173K |
Top Sells
| 1 | +$240K | |
| 2 | +$186K | |
| 3 | +$183K | |
| 4 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$158K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
iShares Russell 1000 Value ETF
IWD
$67.6B
| – | – |
-180
|
|
||
252
iShares US Technology ETF
IYW
$19.1B
| – | – |
-300
|
|
||
253
Cheniere Energy
LNG
$53.4B
| – | – |
-5
|
|
||
254
Pfizer
PFE
$153B
| – | – |
-1,000
|
|
||
255
Piper Sandler
PIPR
$4.99B
| – | – |
-4
|
|
||
256
Rivian
RIVN
$19B
| – | – |
-250
|
|
||
257
iShares 0-3 Month Treasury Bond ETF
SGOV
$76.3B
| – | – |
-717
|
|
||
258
Fidelity MSCI Utilities Index ETF
FUTY
$2.43B
| – | – |
-390
|
|
||
259
Generac Holdings
GNRC
$12B
| – | – |
-15
|
|
||
260
iShares US Oil & Gas Exploration & Production ETF
IEO
$561M
| – | – |
-25
|
|
||
261
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
| – | – |
-652
|
|
||
262
SiriusXM
SIRI
$7.44B
| – | – |
-480
|
|
||
263
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
| – | – |
-704
|
|
||
264
Sunoco
SUN
$11.8B
| – | – |
-400
|
|
||
265
US Bancorp
USB
$80B
| – | – |
-575
|
|
||
266
Vanguard Utilities ETF
VPU
$8.65B
| – | – |
-101
|
|
||
|
TTAN
267
ServiceTitan Inc
TTAN
$7.08B
| – | – |
-20
|
|