CCA
Clarity Capital Advisors Portfolio holdings
AUM $171M
1-Year Return
12.61%
This Quarter Return
+9.11%
1 Year Return
+12.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.25%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
+$9.86M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$8.62M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
+$7.43M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$6.22M |
| 5 |
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% |
