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
$141M
AUM Growth
-$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$345K
3
+$297K
4
AVSD icon
Avantis Responsible International Equity ETF
AVSD
+$207K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$205K

Top Sells

1
+$4.57M
2
+$2.51M
3
+$1.42M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$247K
5
MSFT icon
Microsoft
MSFT
+$227K

Sector Composition

1 Industrials 1.42%
2 Technology 0.69%
3 Consumer Discretionary 0.64%
4 Financials 0.62%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52.5K 0.04%
625
+25
77
$50.2K 0.04%
996
+9
78
$47.8K 0.03%
599
+57
79
$46.7K 0.03%
394
-4
80
$44.8K 0.03%
239
+20
81
$42.6K 0.03%
1,161
+13
82
$42.5K 0.03%
258
-5
83
$42.5K 0.03%
95
+1
84
$42.3K 0.03%
47
+5
85
$42.1K 0.03%
794
-37
86
$42.1K 0.03%
305
-19
87
$42K 0.03%
695
-41
88
$41.9K 0.03%
1,291
+220
89
$41.9K 0.03%
403
+64
90
$41.8K 0.03%
244
+17
91
$41.7K 0.03%
767
-2
92
$41.5K 0.03%
856
-19
93
$41.1K 0.03%
758
+57
94
$41.1K 0.03%
786
+9
95
$41.1K 0.03%
417
+43
96
$40.8K 0.03%
571
+60
97
$40.7K 0.03%
403
+2
98
$40.5K 0.03%
256
+38
99
$40.5K 0.03%
376
+55
100
$40.5K 0.03%
173
+5
2 3
4
5 6