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
$149M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.57M
3
+$1.5M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$984K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$921K

Top Sells

1
+$150K
2
+$49.2K
3
+$47.3K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.4K

Sector Composition

1 Technology 2.58%
2 Financials 2.58%
3 Communication Services 0.3%
4 Consumer Discretionary 0.23%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.15%
2,555
+12
77
$211K 0.14%
8,608
+57
78
$211K 0.14%
+340
79
$208K 0.14%
1,617
+5
80
– –
-12,581
1 2 3
4