CCA
Clarity Capital Advisors Portfolio holdings
AUM
$171M
1-Year Return
12.61%
This Quarter Return
+7.5%
1 Year Return
+12.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$19.1M
(+13%)
Cap. Flow
+$8.29M
Cap. Flow
% of AUM
4.83%
Top 10 Holdings %
Top 10 Hldgs %
49.84%
Holding
87
New
5
Increased
58
Reduced
11
Closed
–
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$1.58M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.12M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
+$563K |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$499K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$488K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$720K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$310K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$78.3K |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$59.8K |
| 5 |
Apple
AAPL
|
+$51.9K |
Sector Composition
| 1 | Financials | 2.82% |
| 2 | Technology | 1.93% |
| 3 | Communication Services | 0.23% |
| 4 | Utilities | 0.22% |
| 5 | Consumer Discretionary | 0.19% |
