CF

Clarity Financial Portfolio holdings

AUM $919M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$18.2M
3
+$9.93M
4
NOW icon
ServiceNow
NOW
+$8.78M
5
BLK icon
Blackrock
BLK
+$8.22M

Top Sells

1
+$68M
2
+$15M
3
+$8.78M
4
GEV icon
GE Vernova
GEV
+$8.21M
5
PLTR icon
Palantir
PLTR
+$8.09M

Sector Composition

1 Technology 14.99%
2 Financials 8.72%
3 Consumer Staples 7.8%
4 Healthcare 7.7%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.11%
17,352
+891
52
$1.05M 0.1%
7,236
+3,267
53
$979K 0.1%
2,984
+58
54
$958K 0.1%
1,515,785
-438,885
55
$935K 0.09%
+14,323
56
$919K 0.09%
11,496
-750
57
$911K 0.09%
9,047
-40,628
58
$825K 0.08%
3,822
+5
59
$824K 0.08%
3,391
-176
60
$750K 0.07%
2,298
-720
61
$734K 0.07%
4,724
-51
62
$729K 0.07%
10,019
+1,499
63
$711K 0.07%
7,617
-534
64
$706K 0.07%
23,819
+7,924
65
$681K 0.07%
4,212
-4
66
$563K 0.06%
5,002
+249
67
$562K 0.06%
1,357
-13
68
$523K 0.05%
4,700
+481
69
$515K 0.05%
2,387
+220
70
$490K 0.05%
9,688
-1,954
71
$483K 0.05%
30,779
+1,417
72
$470K 0.05%
3,029
+99
73
$459K 0.05%
+4,784
74
$450K 0.04%
2,209
75
$432K 0.04%
8,575
+10
1 2
3
4 5