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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
126
$31.7K 0.02%
702
+3
127
$31.5K 0.02%
267
+1
128
$31.5K 0.02%
183
-4
129
$31.2K 0.02%
838
+9
130
$31.1K 0.02%
524
-11
131
$31K 0.02%
573
+3
132
$31K 0.02%
119
-1
133
$30.8K 0.02%
608
+5
134
$30.1K 0.02%
489
+5
135
$30.1K 0.02%
297
+4
136
$29.7K 0.02%
222
+1
137
$29.3K 0.02%
883
+5
138
$29.2K 0.02%
291
+23
139
$28.5K 0.02%
97
+1
140
$28.3K 0.02%
1,173
+1,056
141
$28.1K 0.02%
385
142
$28.1K 0.02%
492
+2
143
$28K 0.02%
225
+2
144
$27.9K 0.02%
57
-1
145
$27.8K 0.02%
264
+2
146
$27.7K 0.02%
+785
147
$27.6K 0.02%
601
+4
148
$27.5K 0.02%
328
149
$27.3K 0.02%
80
150
$27.1K 0.02%
67
4 5
6
7 8