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
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$42.9M
3
+$21.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$17.7M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$16.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.31%
2 Technology 5.36%
3 Healthcare 4.9%
4 Consumer Staples 4.24%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.05%
+10,254
77
$216K 0.05%
+9,107
78
$216K 0.05%
+1,458
79
$204K 0.05%
+768
80
$196K 0.05%
+5,789
81
$168K 0.04%
+10,147
82
$105K 0.03%
+14,165
1 2 3
4