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
$493M
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$76.8M
2
+$33.8M
3
+$31.7M
4
ALB icon
Albemarle
ALB
+$8.62M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$8.58M

Top Sells

1
+$58.7M
2
+$43.1M
3
+$17.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$10.8M
5
IAU icon
iShares Gold Trust
IAU
+$10.1M

Sector Composition

1 Technology 5.96%
2 Energy 5.65%
3 Healthcare 4.52%
4 Consumer Discretionary 3.7%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$538K 0.11%
+13,896
77
$535K 0.11%
29,165
+2,956
78
$522K 0.11%
+22,977
79
$520K 0.11%
7,152
-79
80
$509K 0.1%
25,647
+15,500
81
$507K 0.1%
+507,086
82
$482K 0.1%
7,538
+2,466
83
$470K 0.1%
2,437
-40,755
84
$467K 0.09%
2,204
-18,564
85
$437K 0.09%
44,458
+30,293
86
$427K 0.09%
+1,141
87
$415K 0.08%
18,168
+7,914
88
$397K 0.08%
4,116
+360
89
$396K 0.08%
2,797
+1,339
90
$392K 0.08%
+6,530
91
$370K 0.07%
3,534
-66,075
92
$357K 0.07%
960
-9,804
93
$357K 0.07%
+3,665
94
$355K 0.07%
+4,248
95
$316K 0.06%
+3,726
96
$308K 0.06%
+833
97
$298K 0.06%
+5,760
98
$297K 0.06%
1,974
+81
99
$295K 0.06%
+4,567
100
$293K 0.06%
1,587
+240
2 3
4
5 6