CCA

Clarity Capital Advisors Portfolio holdings

AUM $215M
1-Year Est. Return 15.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$470K
2
+$295K
3
+$272K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$241K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$234K

Top Sells

1
+$303K
2
+$296K
3
+$254K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$174K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$147K

Sector Composition

1 Financials 2.73%
2 Technology 1.98%
3 Communication Services 0.29%
4 Utilities 0.21%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.17%
9,291
+38
77
$293K 0.16%
7,748
+22
78
$286K 0.16%
2,366
-964
79
$278K 0.15%
8,779
+31
80
$273K 0.15%
4,697
81
$265K 0.14%
5,708
82
$261K 0.14%
889
83
$260K 0.14%
8,767
+37
84
$254K 0.14%
341
+1
85
$247K 0.13%
7,763
+35
86
$246K 0.13%
2,583
+10
87
$237K 0.13%
1,630
+4
1 2 3
4