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
$645M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$18M
3
+$9.11M
4
CMCSA icon
Comcast
CMCSA
+$7.77M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.37M

Top Sells

1
+$30.7M
2
+$7.05M
3
+$6.38M
4
AMD icon
Advanced Micro Devices
AMD
+$6.1M
5
FANG icon
Diamondback Energy
FANG
+$3.56M

Sector Composition

1 Technology 11.31%
2 Healthcare 9.13%
3 Communication Services 7.27%
4 Consumer Staples 7.09%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.06%
68,190
77
$410K 0.06%
6,699
+156
78
$396K 0.06%
2,209
79
$376K 0.06%
3,505
+44
80
$375K 0.06%
778
+54
81
$375K 0.06%
3,298
+610
82
$365K 0.06%
5,040
-140
83
$365K 0.06%
+7,273
84
$364K 0.06%
+5,998
85
$363K 0.05%
+3,859
86
$361K 0.05%
3,442
87
$356K 0.05%
+1,370
88
$353K 0.05%
+20,395
89
$345K 0.05%
9,337
-6
90
$337K 0.05%
4,398
+177
91
$327K 0.05%
1,862
-193
92
$300K 0.05%
3,587
+36
93
$299K 0.05%
+5,917
94
$297K 0.05%
670
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95
$297K 0.05%
2,336
-275
96
$292K 0.04%
10,019
+79
97
$278K 0.04%
+1,700
98
$276K 0.04%
+33,237
99
$272K 0.04%
11,689
-1,364
100
$261K 0.04%
2,333
-41
2 3
4
5 6