CAM
Clark Asset Management Portfolio holdings
AUM
$734M
This Quarter Return
-4.02%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(+9%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
12%
Top 10 Holdings %
Top 10 Hldgs %
66.72%
Holding
88
New
10
Increased
46
Reduced
10
Closed
13
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.34M |
| 2 |
Vanguard Value ETF
VTV
|
$4.07M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$3.25M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$2.91M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.43M |
Top Sells
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Financials | 6.74% |
| 3 | Consumer Discretionary | 1.46% |
| 4 | Communication Services | 0.25% |
| 5 | Healthcare | 0.13% |
