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
$518M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$9.21M
3
+$7.72M
4
CMCSA icon
Comcast
CMCSA
+$5.55M
5
UNH icon
UnitedHealth
UNH
+$3.52M

Top Sells

1
+$13.8M
2
+$11.5M
3
+$8.82M
4
IAU icon
iShares Gold Trust
IAU
+$8.8M
5
DVN icon
Devon Energy
DVN
+$7.33M

Sector Composition

1 Energy 12.01%
2 Healthcare 7.39%
3 Consumer Staples 3.49%
4 Utilities 3.29%
5 Technology 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.06%
1,572
+211
77
$291K 0.06%
1,916
-145
78
$284K 0.05%
6,346
-10,216
79
$280K 0.05%
6,191
+391
80
$278K 0.05%
+9,276
81
$277K 0.05%
4,499
-119,201
82
$274K 0.05%
1,164
+241
83
$274K 0.05%
+16,260
84
$274K 0.05%
+3,805
85
$271K 0.05%
+7,760
86
$268K 0.05%
+2,270
87
$268K 0.05%
3,059
-100,833
88
$265K 0.05%
+753
89
$263K 0.05%
+1,513
90
$258K 0.05%
+742
91
$258K 0.05%
+3,572
92
$254K 0.05%
+5,330
93
$249K 0.05%
6,315
-83,199
94
$237K 0.05%
2,449
-417
95
$231K 0.04%
+1,114
96
$215K 0.04%
+1,232
97
$214K 0.04%
+4,173
98
$210K 0.04%
3,493
+90
99
$204K 0.04%
2,651
-440
100
$203K 0.04%
+365
1 2 3
4
5