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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
201
$5.9K ﹤0.01%
134
-4
202
$5.71K ﹤0.01%
248
+3
203
$5.4K ﹤0.01%
239
+1
204
$5.39K ﹤0.01%
107
+1
205
$5.17K ﹤0.01%
38
206
$5.16K ﹤0.01%
155
+1
207
$5.11K ﹤0.01%
+115
208
$4.71K ﹤0.01%
245
+1
209
$4.27K ﹤0.01%
24
210
$4.13K ﹤0.01%
+570
211
$4.08K ﹤0.01%
34
212
$3.81K ﹤0.01%
40
213
$3.76K ﹤0.01%
46
+1
214
$3.61K ﹤0.01%
46
+1
215
$3.56K ﹤0.01%
8
+3
216
$3.44K ﹤0.01%
45
217
$3.2K ﹤0.01%
30
-9
218
$3.19K ﹤0.01%
38
219
$3.05K ﹤0.01%
286
+3
220
$2.83K ﹤0.01%
5
221
$2.79K ﹤0.01%
90
+1
222
$2.7K ﹤0.01%
15
+1
223
$2.6K ﹤0.01%
4
224
$2.55K ﹤0.01%
73
225
$2.5K ﹤0.01%
700
7 8
9
10 11