CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$753M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.2M
3
+$7.55M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.82M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.78M

Top Sells

1
+$34.5M
2
+$28.6M
3
+$1.07M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$617K
5
IXN icon
iShares Global Tech ETF
IXN
+$349K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.28%
3 Healthcare 0.2%
4 Communication Services 0.13%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$129K 0.02%
+2,167
152
$64K 0.01%
+26,000
153
– –
-10,100
154
– –
-4,001
155
– –
-907
156
– –
-311,404
157
– –
-2,799
158
– –
-25,925
159
– –
-1,139,820
3 4 5 6
7