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
51
$455K 0.36%
16,401
52
$416K 0.33%
4,094
53
$410K 0.33%
974
54
$401K 0.32%
2,287
+61
55
$397K 0.32%
7,932
+41
56
$377K 0.3%
15,550
57
$372K 0.3%
2,440
58
$338K 0.27%
5,762
-510
59
$334K 0.27%
3,677
+34
60
$328K 0.26%
3,879
+4
61
$322K 0.26%
2,915
+9
62
$308K 0.25%
8,596
63
$286K 0.23%
7,913
64
$285K 0.23%
1,580
65
$282K 0.22%
10,374
+33
66
$275K 0.22%
6,526
+24
67
$265K 0.21%
1,453
68
$262K 0.21%
7,392
69
$259K 0.21%
5,304
+30
70
$258K 0.21%
600
71
$253K 0.2%
4,644
+10
72
$237K 0.19%
8,699
+3
73
$232K 0.19%
5,676
74
$215K 0.17%
+1,379
75
$211K 0.17%
+2,523
1 2
3
4