CCP

Clarity Capital Partners Portfolio holdings

AUM $279M
1-Year Est. Return 25.03%
This Quarter Est. Return
1 Year Est. Return
+25.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.48M
3
+$6.68M
4
AMD icon
Advanced Micro Devices
AMD
+$6.1M
5
AAPL icon
Apple
AAPL
+$5.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.05%
2 Consumer Discretionary 16.85%
3 Communication Services 6.74%
4 Financials 5.75%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$669K 0.47%
+1,931
52
$628K 0.44%
+5,630
53
$623K 0.44%
+88,084
54
$613K 0.43%
+4,103
55
$600K 0.42%
+19,241
56
$542K 0.38%
+3,750
57
$537K 0.38%
+6,930
58
$532K 0.37%
+13,079
59
$529K 0.37%
+6,452
60
$528K 0.37%
+12,262
61
$525K 0.37%
+18,749
62
$522K 0.37%
+10,112
63
$513K 0.36%
+20,852
64
$488K 0.34%
+22,958
65
$485K 0.34%
+2,889
66
$484K 0.34%
+2,846
67
$458K 0.32%
+17,245
68
$442K 0.31%
+1,459
69
$434K 0.3%
+5,686
70
$431K 0.3%
+5,544
71
$425K 0.3%
+4,281
72
$420K 0.29%
+22,344
73
$409K 0.29%
+619
74
$402K 0.28%
+1,918
75
$395K 0.28%
+6,240
1 2
3
4 5