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
76
$204K 0.16%
+10,020
77
$201K 0.16%
+8,033
78
$149K 0.12%
12,581
79
– –
-10,427
1 2 3
4