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
$645M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$18M
3
+$9.11M
4
CMCSA icon
Comcast
CMCSA
+$7.77M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.37M

Top Sells

1
+$30.7M
2
+$7.05M
3
+$6.38M
4
AMD icon
Advanced Micro Devices
AMD
+$6.1M
5
FANG icon
Diamondback Energy
FANG
+$3.56M

Sector Composition

1 Technology 11.31%
2 Healthcare 9.13%
3 Communication Services 7.27%
4 Consumer Staples 7.09%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.17%
2,277
+1,193
52
$906K 0.14%
19,611
53
$880K 0.13%
20,168
-939
54
$849K 0.13%
5,382
+370
55
$790K 0.12%
9,900
-385
56
$768K 0.12%
2,954
+453
57
$748K 0.11%
4,956
+227
58
$726K 0.11%
2,502
-132
59
$648K 0.1%
1,688
+51
60
$648K 0.1%
1,881
61
$640K 0.1%
6,584
-40
62
$610K 0.09%
7,633
-382
63
$601K 0.09%
55,636
64
$595K 0.09%
11,851
+2,858
65
$576K 0.09%
6,688
-35
66
$563K 0.09%
13,412
+143
67
$562K 0.09%
3,210
+783
68
$555K 0.08%
4,728
+136
69
$531K 0.08%
4,010
+440
70
$530K 0.08%
1,091
-66
71
$524K 0.08%
515
72
$463K 0.07%
9,284
-127,825
73
$446K 0.07%
19,574
+5,819
74
$445K 0.07%
2,705
+400
75
$439K 0.07%
2,060
-1
1 2
3
4 5