CCP

Clarity Capital Partners Portfolio holdings

AUM $279M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.46M
3
+$1.21M
4
DELL icon
Dell
DELL
+$876K
5
CRWD icon
CrowdStrike
CRWD
+$736K

Top Sells

1
+$1.51M
2
+$968K
3
+$772K
4
UWM icon
ProShares Ultra Russell2000
UWM
+$768K
5
SBUX icon
Starbucks
SBUX
+$592K

Sector Composition

1 Technology 32.68%
2 Consumer Discretionary 14.24%
3 Communication Services 7.01%
4 Financials 6.16%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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139
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-4,920
2 3 4 5
6