CF

Clarity Financial Portfolio holdings

AUM $1.08B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.89M
3
+$6.56M
4
WMT icon
Walmart Inc
WMT
+$6.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.62M

Top Sells

1
+$13.3M
2
+$12.7M
3
+$10.8M
4
ABT icon
Abbott
ABT
+$10.3M
5
PSA icon
Public Storage
PSA
+$9.91M

Sector Composition

1 Technology 13.47%
2 Energy 7.54%
3 Consumer Staples 7.39%
4 Communication Services 6.75%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.68M 1.35%
242,624
-5,744
27
$7.58M 1.33%
21,247
+19,635
28
$7.15M 1.26%
+46,127
29
$6.93M 1.22%
137,109
-4,692
30
$6.65M 1.17%
126,600
+122,460
31
$6.62M 1.16%
2,471,249
+864,455
32
$4.9M 0.86%
10,309
+1,768
33
$4.31M 0.76%
+24,625
34
$4.18M 0.74%
111,251
-2,752
35
$3.9M 0.69%
34,189
-744
36
$2.38M 0.42%
21,629
-985
37
$2.15M 0.38%
57,120
+2,462
38
$1.46M 0.26%
29,006
-571
39
$1.38M 0.24%
27,164
+4,343
40
$1.33M 0.23%
13,366
+1,260
41
$1.15M 0.2%
10,345
-59,144
42
$1.1M 0.19%
7,036
-227
43
$1.07M 0.19%
6,299
+272
44
$953K 0.17%
9,882
+640
45
$914K 0.16%
1,736
-593
46
$913K 0.16%
14,845
-577
47
$903K 0.16%
19,611
-544
48
$851K 0.15%
21,107
-307,612
49
$812K 0.14%
10,285
-187,389
50
$803K 0.14%
2,634
-37,347
1
2
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