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
$869M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.2M
3
+$7.64M
4
MSFT icon
Microsoft
MSFT
+$7.4M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$6.38M

Top Sells

1
+$14.6M
2
+$11.8M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$9.29M
5
ABBV icon
AbbVie
ABBV
+$5.15M

Sector Composition

1 Technology 14.83%
2 Consumer Staples 8.84%
3 Healthcare 7.27%
4 Financials 5.41%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.04%
10,190
-5,544
77
$374K 0.04%
2,543
-187
78
$348K 0.04%
1,370
79
$344K 0.04%
2,076
-2,355
80
$340K 0.04%
29,337
-25
81
$330K 0.04%
1,213
+75
82
$329K 0.04%
3,203
-90,451
83
$316K 0.04%
10,520
84
$312K 0.04%
1,021
-376
85
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9,128
-51
86
$311K 0.04%
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87
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-35
88
$294K 0.03%
2,069
+169
89
$288K 0.03%
2,090
-132
90
$287K 0.03%
3,063
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91
$286K 0.03%
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92
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93
$280K 0.03%
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94
$268K 0.03%
9,390
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95
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3,929
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96
$236K 0.03%
1,343
97
$224K 0.03%
612
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98
$220K 0.03%
492
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99
$217K 0.03%
1,255
+74
100
$214K 0.02%
+442
1 2 3
4
5