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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
76
$74.3K 0.04%
484
+4
77
$74K 0.04%
1,677
-125
78
$73.4K 0.04%
521
+4
79
$72.4K 0.04%
1,505
+16
80
$71.1K 0.04%
285
+134
81
$68.7K 0.04%
218
+1
82
$68.6K 0.04%
302
-2
83
$68.3K 0.04%
493
+4
84
$68.3K 0.04%
1,030
+7
85
$67.2K 0.04%
306
-130
86
$66.5K 0.04%
666
87
$62.5K 0.04%
362
+2
88
$61.6K 0.03%
369
-2
89
$61.2K 0.03%
834
+5
90
$58.6K 0.03%
1,524
+4
91
$58.2K 0.03%
1,295
+15
92
$53.6K 0.03%
532
+277
93
$52.3K 0.03%
1,031
+11
94
$51.7K 0.03%
84
95
$51.4K 0.03%
1,170
+11
96
$51.1K 0.03%
640
+4
97
$49.7K 0.03%
441
+1
98
$46.9K 0.03%
819
+2
99
$46.9K 0.03%
257
+87
100
$46.8K 0.03%
1,093
2 3
4
5 6