CCP
Clarity Capital Partners Portfolio holdings
AUM $279M
1-Year Return
25.03%
This Quarter Return
+5.66%
1 Year Return
+25.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$6.2M
(+3.8%)
Cap. Flow
+$649K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
42.17%
Holding
139
New
15
Increased
51
Reduced
53
Closed
11
Top Buys
| 1 |
Super Micro Computer
SMCI
|
+$2.16M |
| 2 |
Eli Lilly
LLY
|
+$1.59M |
| 3 |
CleanSpark
CLSK
|
+$821K |
| 4 |
Dell
DELL
|
+$678K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$675K |
Top Sells
| 1 |
Mercado Libre
MELI
|
+$2.54M |
| 2 |
Monster Beverage
MNST
|
+$1.27M |
| 3 |
Okta
OKTA
|
+$1.08M |
| 4 |
Fluence Energy
FLNC
|
+$963K |
| 5 |
KraneShares California Carbon Allowance Strategy ETF
KCCA
|
+$783K |
Sector Composition
| 1 | Technology | 32.2% |
| 2 | Consumer Discretionary | 14.05% |
| 3 | Financials | 6.1% |
| 4 | Communication Services | 5.97% |
| 5 | Healthcare | 3.36% |
