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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
101
$46.8K 0.03%
70
102
$42.3K 0.02%
918
+6
103
$41.3K 0.02%
1,326
+11
104
$39.4K 0.02%
420
+1
105
$39.4K 0.02%
527
+2
106
$39K 0.02%
515
107
$37K 0.02%
412
-1
108
$37K 0.02%
619
-10
109
$36.7K 0.02%
790
+3
110
$35.8K 0.02%
880
-19
111
$35.3K 0.02%
475
-8
112
$34.8K 0.02%
+820
113
$34.5K 0.02%
149
-109
114
$33.9K 0.02%
411
-6
115
$33.7K 0.02%
+382
116
$33.3K 0.02%
237
-2
117
$32.9K 0.02%
1,063
118
$32.9K 0.02%
398
119
$32.8K 0.02%
355
+3
120
$32.7K 0.02%
128
121
$32.5K 0.02%
174
+1
122
$32.5K 0.02%
401
-9
123
$32.4K 0.02%
440
124
$32.3K 0.02%
272
+1
125
$31.8K 0.02%
235
-6
3 4
5
6 7