CCP
Clarity Capital Partners Portfolio holdings
AUM
$279M
1-Year Est. Return
25.04%
This Fund
S&P 500
1 Year Est. Return
+25.04%
AUM
$279M
AUM Growth
+$31.7M
(+13%)
Holding
128
Top Buys
| 1 | +$1.81M | |
| 2 | +$466K | |
| 3 | +$429K | |
| 4 |
Super Micro Computer
SMCI
|
+$370K |
| 5 |
Micron Technology
MU
|
+$367K |
Top Sells
| 1 | +$4.68M | |
| 2 | +$1.48M | |
| 3 | +$1.33M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.14M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$900K |
Sector Composition
| 1 | Communication Services | 34.9% |
| 2 | Technology | 29.81% |
| 3 | Consumer Discretionary | 9.4% |
| 4 | Financials | 7% |
| 5 | Healthcare | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Stem
STEM
$93.5M
| – | – |
-500
|
|
||
127
Targa Resources
TRGP
$53.6B
| – | – |
-1,112
|
|
||
128
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
| – | – |
-2,482
|
|