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
$182M
AUM Growth
+$3.44M
(+1.9%)
Holding
286
Top Buys
| 1 | +$1.12M | |
| 2 | +$195K | |
| 3 | +$192K | |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$184K |
| 5 |
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
|
+$167K |
Top Sells
| 1 | +$332K | |
| 2 | +$239K | |
| 3 | +$235K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$158K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$149K |
Sector Composition
| 1 | Industrials | 1.11% |
| 2 | Consumer Discretionary | 0.64% |
| 3 | Financials | 0.57% |
| 4 | Technology | 0.43% |
| 5 | Consumer Staples | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
AT&T
T
$192B
| – | – |
-64
|
|
||
277
Toyota
TM
$282B
| – | – |
-103
|
|
||
278
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
| – | – |
-110
|
|
||
279
Vanguard Value ETF
VTV
$165B
| – | – |
-15
|
|
||
280
Vanguard Russell 2000 ETF
VTWO
$13.8B
| – | – |
-1,165
|
|
||
281
Vanguard Growth ETF
VUG
$194B
| – | – |
-40
|
|
||
282
WEC Energy
WEC
$37.5B
| – | – |
-18
|
|
||
283
West Bancorporation
WTBA
$395M
| – | – |
-1,000
|
|
||
284
Inspire International ETF
WWJD
$460M
| – | – |
-785
|
|
||
285
Inspire 500 ETF
PTL
$677M
| – | – |
-285
|
|
||
286
iShares Core US Aggregate Bond ETF
AGG
$139B
| – | – |
-83
|
|