CCA

Clarity Capital Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$642K
2
+$424K
3
+$351K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$278K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$259K

Top Sells

1
+$112K
2
+$99.4K
3
+$93.3K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$35.6K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.5K

Sector Composition

1 Financials 2.77%
2 Technology 2.59%
3 Communication Services 0.34%
4 Utilities 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.16%
8,525
+492
77
$210K 0.16%
10,020
78
$140K 0.11%
12,581
1 2 3
4