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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$8.62M
3
+$7.43M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$6.22M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.74%
2 Technology 2.68%
3 Communication Services 0.3%
4 Utilities 0.29%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.86M 8.56%
+120,961
2
$8.62M 7.49%
+36,350
3
$7.43M 6.45%
+223,591
4
$6.22M 5.4%
+131,009
5
$6.03M 5.24%
+99,809
6
$4.86M 4.22%
+63,079
7
$4.6M 4%
+96,092
8
$3.97M 3.45%
+138,743
9
$3.77M 3.27%
+25,195
10
$3.66M 3.18%
+47,925
11
$3.07M 2.67%
+7,032
12
$3.01M 2.61%
+8,443
13
$2.95M 2.56%
+79,133
14
$2.88M 2.5%
+55,536
15
$2.67M 2.32%
+8,579
16
$2.46M 2.13%
+12,756
17
$2.34M 2.03%
+4,908
18
$2.24M 1.95%
+4,720
19
$2.22M 1.93%
+75,870
20
$2.14M 1.85%
+36,856
21
$1.55M 1.35%
+17,554
22
$1.48M 1.28%
+18,157
23
$1.25M 1.09%
+22,250
24
$1.22M 1.06%
+50,621
25
$1.2M 1.04%
+10,718
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