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
$869M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.2M
3
+$7.64M
4
MSFT icon
Microsoft
MSFT
+$7.4M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$6.38M

Top Sells

1
+$14.6M
2
+$11.8M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$9.29M
5
ABBV icon
AbbVie
ABBV
+$5.15M

Sector Composition

1 Technology 14.83%
2 Consumer Staples 8.84%
3 Healthcare 7.27%
4 Financials 5.41%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$823K 0.09%
4,818
52
$757K 0.09%
2,041
53
$733K 0.08%
2,665
-885
54
$707K 0.08%
4,225
-1,389
55
$678K 0.08%
+16,225
56
$655K 0.08%
3,843
+93
57
$593K 0.07%
7,256
+1,200
58
$489K 0.06%
2,312
-15,750
59
$484K 0.06%
924
-606
60
$478K 0.06%
3,091
-1,047
61
$476K 0.05%
4,359
-1,918
62
$472K 0.05%
68,190
63
$471K 0.05%
2,427
+481
64
$463K 0.05%
4,164
+348
65
$449K 0.05%
455
-65
66
$446K 0.05%
8,567
+2
67
$434K 0.05%
40,008
-5,500
68
$431K 0.05%
7,307
-837
69
$423K 0.05%
3,792
-960
70
$416K 0.05%
2,209
71
$412K 0.05%
2,597
+102
72
$411K 0.05%
731
-25
73
$406K 0.05%
2,422
+12
74
$393K 0.05%
16,345
75
$390K 0.04%
676
+6
1 2
3
4 5