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
$569M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$7M
3
+$6.44M
4
XOM icon
Exxon Mobil
XOM
+$6.24M
5
SWK icon
Stanley Black & Decker
SWK
+$6.18M

Top Sells

1
+$14.8M
2
+$12.4M
3
+$11.8M
4
PSA icon
Public Storage
PSA
+$11.4M
5
ABT icon
Abbott
ABT
+$11.4M

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
51
$748K 0.13%
5,012
+283
52
$661K 0.11%
4,729
+1,628
53
$647K 0.11%
6,825
-4,085
54
$617K 0.11%
6,624
-99
55
$607K 0.11%
55,636
-25,657
56
$604K 0.1%
8,015
+2,900
57
$593K 0.1%
2,501
+300
58
$585K 0.1%
1,881
+32
59
$567K 0.1%
1,637
-14
60
$546K 0.09%
6,723
+663
61
$518K 0.09%
13,269
-6,191
62
$511K 0.09%
2,055
+1,149
63
$476K 0.08%
4,592
-100
64
$473K 0.08%
1,084
-526
65
$429K 0.07%
+14,209
66
$427K 0.07%
515
-11
67
$417K 0.07%
1,607
+400
68
$416K 0.07%
1,015
-608
69
$412K 0.07%
2,427
-345
70
$410K 0.07%
+1,157
71
$407K 0.07%
8,993
-258
72
$399K 0.07%
3,570
-420
73
$386K 0.07%
6,543
-616
74
$372K 0.06%
3,461
75
$369K 0.06%
2,061
+1
1 2
3
4 5