CCA
Clarity Capital Advisors Portfolio holdings
AUM
$171M
1-Year Return
12.61%
This Quarter Return
-1.4%
1 Year Return
+12.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$9.94M
(+7.1%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
8.07%
Top 10 Holdings %
Top 10 Hldgs %
50.92%
Holding
80
New
1
Increased
60
Reduced
3
Closed
1
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$2.11M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.57M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.5M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$984K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$921K |
Top Sells
| 1 |
CHY
Calamos Convertible and High Income Fund
CHY
|
+$150K |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$49.2K |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$47.3K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$8.41K |
Sector Composition
| 1 | Technology | 2.58% |
| 2 | Financials | 2.58% |
| 3 | Communication Services | 0.3% |
| 4 | Consumer Discretionary | 0.23% |
| 5 | Utilities | 0.23% |
