CF
Clarity Financial Portfolio holdings
AUM
$929M
1-Year Return
15.41%
This Quarter Return
+10.27%
1 Year Return
+15.41%
3 Year Return
+93.43%
5 Year Return
–
10 Year Return
–
AUM
$418M
AUM Growth
–
Cap. Flow
+$418M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.64%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MBS ETF
MBB
|
+$64.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$42.9M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$21.1M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$17.7M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$16.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 6.31% |
| 2 | Technology | 5.36% |
| 3 | Healthcare | 4.9% |
| 4 | Consumer Staples | 4.24% |
| 5 | Communication Services | 3.76% |
