CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.24M
3
+$1.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$654K

Top Sells

1
+$1.15M
2
+$232K
3
+$224K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$224K
5
VZ icon
Verizon
VZ
+$210K

Sector Composition

1 Technology 1.15%
2 Communication Services 0.37%
3 Industrials 0.36%
4 Financials 0.29%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.04%
5,350
177
$207K 0.04%
16,668
178
$207K 0.04%
3,837
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179
$204K 0.04%
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