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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
$141M
AUM Growth
-$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$332K
3
+$296K
4
AVSD icon
Avantis Responsible International Equity ETF
AVSD
+$210K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$205K

Top Sells

1
+$4.61M
2
+$2.51M
3
+$1.42M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$233K
5
MSFT icon
Microsoft
MSFT
+$215K

Sector Composition

1 Industrials 1.42%
2 Technology 0.69%
3 Consumer Discretionary 0.64%
4 Financials 0.62%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,229
202
– –
-1,588
203
– –
-56
204
– –
-676
205
– –
-347
206
– –
-15
207
– –
-85
5 6 7 8
9