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
76
$55.9K 0.04%
1,252
+42
77
$55.4K 0.04%
1,587
-100
78
$54.5K 0.04%
1,753
-13
79
$54.1K 0.04%
300
-4
80
$54K 0.04%
600
+14
81
$53K 0.04%
542
+13
82
$51.3K 0.04%
340
-1,010
83
$50.1K 0.03%
987
+312
84
$47.6K 0.03%
1,355
+12
85
$47.6K 0.03%
+398
86
$46.2K 0.03%
736
+172
87
$46K 0.03%
263
+2
88
$45.5K 0.03%
374
-78
89
$45.4K 0.03%
1,148
-44
90
$43.2K 0.03%
218
-16
91
$42.9K 0.03%
798
-7
92
$42.5K 0.03%
42
-8
93
$42.4K 0.03%
219
-29
94
$42.4K 0.03%
158
-3
95
$42.1K 0.03%
831
-17
96
$42K 0.03%
769
+10
97
$42K 0.03%
324
-15
98
$41.5K 0.03%
168
-1
99
$41.4K 0.03%
511
-51
100
$41.4K 0.03%
227
-45
2 3
4
5 6