CF

Clarity Financial Portfolio holdings

AUM $1.08B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$929M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$10.8M
3
+$8.67M
4
V icon
Visa
V
+$8.05M
5
KMI icon
Kinder Morgan
KMI
+$7.76M

Top Sells

1
+$29.2M
2
+$16.6M
3
+$7.34M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.18M
5
MSFT icon
Microsoft
MSFT
+$4.87M

Sector Composition

1 Technology 13.53%
2 Financials 8%
3 Consumer Staples 7.94%
4 Healthcare 7.22%
5 Energy 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.16%
1,954,670
52
$965K 0.1%
16,461
+696
53
$895K 0.1%
2,041
54
$889K 0.1%
2,926
+261
55
$842K 0.09%
3,018
+706
56
$800K 0.09%
3,817
-26
57
$729K 0.08%
8,151
+895
58
$684K 0.07%
4,775
+550
59
$681K 0.07%
2,469
+47
60
$629K 0.07%
3,567
+476
61
$598K 0.06%
4,216
+1,013
62
$590K 0.06%
11,642
-6,478
63
$531K 0.06%
8,520
+1,213
64
$518K 0.06%
1,370
65
$493K 0.05%
4,753
+394
66
$480K 0.05%
8,565
-2
67
$473K 0.05%
2,595
-2
68
$464K 0.05%
4,219
+55
69
$453K 0.05%
730
-1
70
$446K 0.05%
2,930
+387
71
$444K 0.05%
2,167
-260
72
$429K 0.05%
2,209
73
$419K 0.05%
568
-108
74
$414K 0.04%
12,257
-3,968
75
$407K 0.04%
3,792
1 2
3
4 5