CCA
Clarity Capital Advisors Portfolio holdings
AUM
$184M
1-Year Est. Return
12.64%
1 Year Est. Return
+12.64%
AUM
$171M
AUM Growth
+$19.1M
(+13%)
Holding
87
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.12M | |
| 3 | +$563K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$499K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$488K |
Top Sells
| 1 | +$720K | |
| 2 | +$310K | |
| 3 | +$78.3K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$59.8K |
| 5 |
Apple
AAPL
|
+$51.9K |
Sector Composition
| 1 | Financials | 2.82% |
| 2 | Technology | 1.93% |
| 3 | Communication Services | 0.23% |
| 4 | Utilities | 0.22% |
| 5 | Consumer Discretionary | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Teledyne Technologies
TDY
$24.9B
| $307K | 0.18% |
600
|
|
||
77
Dimensional International Core Equity 2 ETF
DFIC
$10.7B
| $288K | 0.17% |
9,253
+125
|
|
||
78
Dimensional US High Profitability ETF
DUHP
$9.77B
| $275K | 0.16% |
7,726
+25
|
|
||
79
Dimensional International Small Cap ETF
DFIS
$4.01B
| $261K | 0.15% |
8,748
+129
|
|
||
80
Dimensional US Targeted Value ETF
DFAT
$11.6B
| $253K | 0.15% |
4,697
|
|
||
81
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
| $253K | 0.15% |
+889
|
|
||
82
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.34B
| $250K | 0.15% |
5,708
|
|
||
83
Schwab US Mid-Cap ETF
SCHM
$13.7B
| $245K | 0.14% |
8,730
+31
|
|
||
84
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $242K | 0.14% |
2,573
+9
|
|
||
85
Dimensional US Small Cap Value ETF
DFSV
$5.37B
| $227K | 0.13% |
7,728
+35
|
|
||
86
Vanguard Information Technology ETF
VGT
$112B
| $226K | 0.13% |
+340
|
|
||
87
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
| $220K | 0.13% |
+1,626
|
|