We are live on ! Find out more
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
176
$18.9K 0.01%
406
+5
177
$17.4K 0.01%
120
178
$16.6K 0.01%
357
+3
179
$16.5K 0.01%
196
+2
180
$16.4K 0.01%
147
+1
181
$15.9K 0.01%
650
+5
182
$15.8K 0.01%
231
+1
183
$15.7K 0.01%
405
184
$14.7K 0.01%
+422
185
$14.2K 0.01%
265
+165
186
$13.5K 0.01%
97
+7
187
$13.4K 0.01%
400
-4,085
188
$13.3K 0.01%
37
189
$13K 0.01%
126
+2
190
$12.5K 0.01%
396
+2
191
$11.2K 0.01%
119
+1
192
$10.6K 0.01%
544
+8
193
$8.94K 0.01%
173
194
$8.3K ﹤0.01%
121
-38
195
$8.28K ﹤0.01%
83
+1
196
$7.54K ﹤0.01%
235
+2
197
$7.04K ﹤0.01%
147
+2
198
$6.5K ﹤0.01%
+110
199
$6.44K ﹤0.01%
152
200
$6.07K ﹤0.01%
261
6 7
8
9 10