CF

Claris Financial Portfolio holdings

AUM $188M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$10.4M
3 +$9.28M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$8.88M
5
NVDA icon
NVIDIA
NVDA
+$7.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.79%
2 Financials 5.35%
3 Healthcare 4.34%
4 Consumer Discretionary 3.89%
5 Industrials 2.99%