CCA

Clarity Capital Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 12.64%
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$8.62M
3
+$7.43M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$6.22M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.74%
2 Technology 2.68%
3 Communication Services 0.3%
4 Utilities 0.29%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.02%
+15,141
27
$1.12M 0.97%
+18,747
28
$1.05M 0.91%
+42,817
29
$959K 0.83%
+23,323
30
$918K 0.8%
+48,855
31
$913K 0.79%
+5,072
32
$759K 0.66%
+22,097
33
$716K 0.62%
+34,683
34
$623K 0.54%
+3,585
35
$603K 0.52%
+10,880
36
$599K 0.52%
+28,872
37
$587K 0.51%
+21,202
38
$549K 0.48%
+29,686
39
$538K 0.47%
+8,450
40
$535K 0.46%
+1,308
41
$533K 0.46%
+4,633
42
$506K 0.44%
+2,319
43
$503K 0.44%
+6,841
44
$490K 0.43%
+19,783
45
$489K 0.42%
+2,103
46
$483K 0.42%
+10,427
47
$475K 0.41%
+14,085
48
$462K 0.4%
+19,574
49
$462K 0.4%
+2,166
50
$445K 0.39%
+16,401
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