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
$27.1M
AUM Growth
-$491M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$769K
3
+$609K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$452K
5
SWK icon
Stanley Black & Decker
SWK
+$424K

Top Sells

1
+$117M
2
+$59.7M
3
+$47.5M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$46.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$14.4M

Sector Composition

1 Healthcare 12.44%
2 Consumer Staples 7.92%
3 Utilities 6.22%
4 Technology 4.79%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
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