CAM
Clarity Asset Management Portfolio holdings
AUM
$168M
This Quarter Return
-2.24%
1 Year Return
+11.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+1.1%)
Cap. Flow
+$4.8M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
77.18%
Holding
229
New
14
Increased
70
Reduced
72
Closed
14
Top Buys
| 1 |
Thrivent Small-Mid Cap ESG ETF
TSME
|
$8.04M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$7.22M |
| 3 |
Avantis Responsible US Equity ETF
AVSU
|
$4.57M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$3M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.32M |
Top Sells
Sector Composition
| 1 | Industrials | 1.19% |
| 2 | Financials | 0.93% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Technology | 0.49% |
| 5 | Consumer Staples | 0.43% |
