CCP
Clarity Capital Partners Portfolio holdings
AUM $279M
1-Year Return
25.03%
This Quarter Return
+5.91%
1 Year Return
+25.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$11.3M
(+7.4%)
Cap. Flow
+$6.06M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
41.23%
Holding
140
New
18
Increased
63
Reduced
37
Closed
16
Top Buys
| 1 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.77M |
| 2 |
CleanSpark
CLSK
|
+$1.39M |
| 3 |
Super Micro Computer
SMCI
|
+$1.16M |
| 4 |
Dell
DELL
|
+$902K |
| 5 |
CrowdStrike
CRWD
|
+$848K |
Top Sells
| 1 |
XYZ
Block, Inc.
XYZ
|
+$1.4M |
| 2 |
ProShares Ultra Semiconductors
USD
|
+$1.23M |
| 3 |
ProShares Ultra Technology
ROM
|
+$878K |
| 4 |
ProShares Ultra Russell2000
UWM
|
+$767K |
| 5 |
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
|
+$570K |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Consumer Discretionary | 14.24% |
| 3 | Communication Services | 7.01% |
| 4 | Financials | 6.16% |
| 5 | Industrials | 2.52% |
