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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
26
$480K 0.27%
17,272
+1,577
27
$465K 0.26%
6,887
-112
28
$457K 0.26%
2,944
+1
29
$447K 0.25%
862
-471
30
$329K 0.18%
5,491
+1,193
31
$316K 0.18%
2,234
+4
32
$314K 0.18%
2,419
+11
33
$293K 0.16%
582
-105
34
$288K 0.16%
3,651
+892
35
$253K 0.14%
9,056
+21
36
$253K 0.14%
2,719
-4
37
$212K 0.12%
1,146
+9
38
$194K 0.11%
786
+196
39
$192K 0.11%
287
-195
40
$187K 0.1%
1,815
-34
41
$187K 0.1%
2,544
42
$177K 0.1%
1,140
+1
43
$173K 0.1%
1,480
+4
44
$160K 0.09%
349
45
$147K 0.08%
2,236
+8
46
$147K 0.08%
2,137
+8
47
$147K 0.08%
596
+5
48
$146K 0.08%
326
49
$138K 0.08%
1,835
50
$128K 0.07%
209
+16
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2
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