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
$129M
AUM Growth
+$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$420K
3
+$353K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$280K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$257K

Top Sells

1
+$110K
2
+$103K
3
+$95.1K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$35.3K
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