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
51
$2.21M 0.45%
34,443
-139,578
52
$2.14M 0.43%
64,888
+50,210
53
$2.09M 0.42%
+9,349
54
$2.05M 0.42%
22,397
-1,604
55
$1.84M 0.37%
14,154
+112
56
$1.77M 0.36%
+126
57
$1.39M 0.28%
50,764
+24,185
58
$1.32M 0.27%
+78,209
59
$1.3M 0.26%
11,805
+998
60
$1.05M 0.21%
23,187
-15,750
61
$1.03M 0.21%
9,089
+396
62
$1.03M 0.21%
7,894
-13,257
63
$1.01M 0.21%
40,318
-324
64
$979K 0.2%
23,537
-2,514
65
$978K 0.2%
+32,069
66
$920K 0.19%
25,405
+8,397
67
$897K 0.18%
+16,813
68
$866K 0.18%
+7,982
69
$861K 0.17%
+2,699
70
$855K 0.17%
+8,084
71
$733K 0.15%
2,402
+1,634
72
$605K 0.12%
2,367
+587
73
$578K 0.12%
8,335
+4,736
74
$547K 0.11%
34,825
+3,836
75
$545K 0.11%
16,765
-310,949
1 2
3
4 5