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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
51
$127K 0.07%
5,006
+55
52
$124K 0.07%
1,650
+397
53
$123K 0.07%
593
-3
54
$122K 0.07%
161
-11
55
$119K 0.07%
1,421
-358
56
$114K 0.06%
1,165
+4
57
$113K 0.06%
443
58
$112K 0.06%
813
+224
59
$105K 0.06%
2,281
+1,053
60
$103K 0.06%
364
+3
61
$103K 0.06%
1,237
+4
62
$102K 0.06%
5,036
+49
63
$101K 0.06%
337
64
$101K 0.06%
467
+113
65
$101K 0.06%
2,003
+18
66
$94.6K 0.05%
1,404
-278
67
$93.7K 0.05%
818
+3
68
$92.3K 0.05%
1,710
69
$87.1K 0.05%
347
-28
70
$84K 0.05%
531
+3
71
$83.1K 0.05%
342
72
$82.7K 0.05%
630
-12
73
$78.6K 0.04%
1,080
74
$78.5K 0.04%
421
+249
75
$76.4K 0.04%
646
+3
1 2
3
4 5