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
51
$406K 0.35%
+4,094
52
$382K 0.33%
+15,550
53
$368K 0.32%
+7,891
54
$366K 0.32%
+974
55
$366K 0.32%
+2,226
56
$352K 0.31%
+6,272
57
$344K 0.3%
+2,440
58
$336K 0.29%
+5,752
59
$331K 0.29%
+3,643
60
$315K 0.27%
+2,906
61
$292K 0.25%
+8,596
62
$291K 0.25%
+3,875
63
$280K 0.24%
+7,913
64
$268K 0.23%
+600
65
$260K 0.23%
+10,341
66
$258K 0.22%
+7,392
67
$248K 0.21%
+1,453
68
$244K 0.21%
+6,502
69
$243K 0.21%
+4,634
70
$241K 0.21%
+5,274
71
$240K 0.21%
+1,580
72
$224K 0.19%
+8,696
73
$210K 0.18%
+5,676
74
$144K 0.13%
+12,581
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