CCA
Clarity Capital Advisors Portfolio holdings
AUM $171M
1-Year Return
12.61%
This Quarter Return
-0.06%
1 Year Return
+12.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$3M
(+2%)
Cap. Flow
+$3.82M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
50.51%
Holding
85
New
6
Increased
39
Reduced
11
Closed
3
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.06M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$798K |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
+$598K |
| 4 |
Dimensional Global Credit ETF
DGCB
|
+$342K |
| 5 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$341K |
Top Sells
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
+$274K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$249K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$211K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$208K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$166K |
Sector Composition
| 1 | Financials | 3.5% |
| 2 | Technology | 2.28% |
| 3 | Utilities | 0.27% |
| 4 | Communication Services | 0.24% |
| 5 | Consumer Discretionary | 0.2% |
