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
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$15.1M
3 +$14.2M
4
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$10.9M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.55%
2 Technology 0.65%
3 Financials 0.64%
4 Consumer Discretionary 0.62%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23.3K 0.02%
+537
127
$22.6K 0.02%
+416
128
$22.6K 0.02%
+65
129
$20.8K 0.02%
+122
130
$20.8K 0.02%
+80
131
$19.4K 0.02%
+286
132
$19K 0.02%
+1,376
133
$18.9K 0.01%
+775
134
$18.5K 0.01%
+152
135
$18.4K 0.01%
+368
136
$18.2K 0.01%
+99
137
$17.7K 0.01%
+372
138
$15.5K 0.01%
+459
139
$15.2K 0.01%
+372
140
$14.9K 0.01%
+270
141
$14.3K 0.01%
+104
142
$13.9K 0.01%
+302
143
$13.3K 0.01%
+115
144
$13.2K 0.01%
+156
145
$13K 0.01%
+127
146
$12.6K 0.01%
+74
147
$12.3K 0.01%
+24
148
$12K 0.01%
+116
149
$11.4K 0.01%
+87
150
$11.3K 0.01%
+32