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
$125M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$551K
3
+$512K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$481K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$412K

Top Sells

1
+$483K
2
+$391K
3
+$376K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$313K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$73.7K

Sector Composition

1 Financials 2.95%
2 Technology 2.28%
3 Communication Services 0.3%
4 Utilities 0.27%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.88%
26,507
+3,184
27
$1.1M 0.88%
14,188
-953
28
$1.09M 0.87%
42,828
+11
29
$1.09M 0.87%
13,482
-4,675
30
$1.07M 0.85%
5,571
+499
31
$1.01M 0.81%
49,011
+156
32
$814K 0.65%
22,150
+53
33
$782K 0.62%
34,833
+150
34
$746K 0.6%
12,847
+7,095
35
$673K 0.54%
3,601
+16
36
$670K 0.53%
28,912
+40
37
$663K 0.53%
10,909
+29
38
$632K 0.5%
+10,800
39
$606K 0.48%
21,260
+58
40
$581K 0.46%
1,308
41
$579K 0.46%
29,686
42
$574K 0.46%
2,396
+77
43
$568K 0.45%
8,456
+6
44
$541K 0.43%
4,633
45
$537K 0.43%
2,149
+46
46
$502K 0.4%
14,085
47
$500K 0.4%
19,783
48
$495K 0.4%
2,167
+1
49
$485K 0.39%
6,677
-164
50
$483K 0.39%
19,618
+44
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