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
$144M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$1.99M
3
+$1.89M
4
EUSB icon
iShares ESG Advanced Total USD Bond Market ETF
EUSB
+$1.57M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$396K

Top Sells

1
+$5.49M
2
+$4.6M
3
+$3.4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$327K

Sector Composition

1 Industrials 1.41%
2 Consumer Discretionary 0.7%
3 Financials 0.68%
4 Technology 0.66%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-5
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205
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-1,000
209
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5 6 7 8
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