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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
151
$27K 0.02%
1,572
+29
152
$26.5K 0.01%
544
+4
153
$26.2K 0.01%
28
+1
154
$26K 0.01%
480
+3
155
$25.7K 0.01%
539
+4
156
$25.5K 0.01%
391
+1
157
$25.4K 0.01%
729
158
$25.1K 0.01%
440
+9
159
$25.1K 0.01%
1,013
+11
160
$24.4K 0.01%
843
+9
161
$24.4K 0.01%
473
+3
162
$24.3K 0.01%
491
163
$23.6K 0.01%
32
164
$23.3K 0.01%
320
165
$23.2K 0.01%
356
+1
166
$21.4K 0.01%
215
+1
167
$21K 0.01%
467
+2
168
$20.4K 0.01%
117
+1
169
$20.3K 0.01%
1,000
170
$20K 0.01%
1,234
+12
171
$19.7K 0.01%
103
172
$19.6K 0.01%
117
173
$19.4K 0.01%
254
174
$19.4K 0.01%
446
175
$19.3K 0.01%
+240
5 6
7
8 9