CAM

Clarity Asset Management Portfolio holdings

AUM $168M
1-Year Est. Return 11.14%
This Quarter Est. Return
1 Year Est. Return
+11.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.8M
3
+$4.68M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$3.66M

Top Sells

1
+$16.1M
2
+$7.97M
3
+$6.35M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.04M
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$448K

Sector Composition

1 Industrials 1.43%
2 Technology 0.71%
3 Financials 0.6%
4 Consumer Discretionary 0.6%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$90.4K 0.06%
1,588
+4
52
$89.4K 0.06%
326
-6
53
$88.2K 0.06%
3,229
-1
54
$86.4K 0.06%
488
-30
55
$86.2K 0.06%
579
+4
56
$84.2K 0.06%
2,025
-200
57
$83.6K 0.06%
737
-58
58
$82.4K 0.06%
663
-50
59
$81.3K 0.06%
1,612
+16
60
$80.1K 0.06%
1,826
61
$80.1K 0.06%
2,669
62
$78.9K 0.05%
1,290
-11
63
$78.5K 0.05%
1,355
+5
64
$77.8K 0.05%
502
-23
65
$77.8K 0.05%
375
-46
66
$75.6K 0.05%
441
-2
67
$73.1K 0.05%
1,012
+67
68
$69.7K 0.05%
774
-58
69
$68K 0.05%
676
+6
70
$68K 0.05%
615
+5
71
$67K 0.05%
674
72
$66.5K 0.05%
348
+53
73
$61.4K 0.04%
347
-54
74
$61.1K 0.04%
1,641
+20
75
$59.2K 0.04%
422
1 2
3
4 5