CF

Clarity Financial Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.29%
This Quarter Est. Return
1 Year Est. Return
+16.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$76.8M
2
+$33.8M
3
+$31.7M
4
ALB icon
Albemarle
ALB
+$8.62M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$8.58M

Top Sells

1
+$58.7M
2
+$43.1M
3
+$17.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$10.8M
5
IAU icon
iShares Gold Trust
IAU
+$10.1M

Sector Composition

1 Technology 5.96%
2 Energy 5.65%
3 Healthcare 4.52%
4 Consumer Discretionary 3.7%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.72M 0.96%
47,930
+21,545
27
$4.7M 0.95%
60,765
+497
28
$4.68M 0.95%
+30,765
29
$4.64M 0.94%
88,980
+1,790
30
$4.61M 0.93%
42,548
-541,509
31
$4.55M 0.92%
+60,174
32
$4.49M 0.91%
57,024
-2,514
33
$4.45M 0.9%
37,094
-2,097
34
$4.37M 0.89%
19,830
+423
35
$4.34M 0.88%
+354,420
36
$4.29M 0.87%
+13,133
37
$4.28M 0.87%
17,327
-156
38
$4.04M 0.82%
+133,885
39
$4.02M 0.81%
110,833
+5,964
40
$3.95M 0.8%
+19,622
41
$3.74M 0.76%
22,022
+2,132
42
$3.45M 0.7%
207,038
+63,129
43
$3.38M 0.69%
58,219
-23,470
44
$3.38M 0.68%
32,680
+500
45
$3.1M 0.63%
42,208
+277
46
$2.91M 0.59%
21,498
+19,388
47
$2.89M 0.58%
13,634
+850
48
$2.78M 0.56%
7,885
+382
49
$2.69M 0.54%
53,286
-37,164
50
$2.42M 0.49%
6,111
-108,669
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