CF

Clarity Financial Portfolio holdings

AUM $919M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$18.2M
3
+$9.93M
4
NOW icon
ServiceNow
NOW
+$8.78M
5
BLK icon
Blackrock
BLK
+$8.22M

Top Sells

1
+$68M
2
+$15M
3
+$8.78M
4
GEV icon
GE Vernova
GEV
+$8.21M
5
PLTR icon
Palantir
PLTR
+$8.09M

Sector Composition

1 Technology 14.99%
2 Financials 8.72%
3 Consumer Staples 7.8%
4 Healthcare 7.7%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.04%
2,595
77
$399K 0.04%
+3,075
78
$398K 0.04%
40,008
79
$397K 0.04%
2,139
-31
80
$379K 0.04%
1,013
81
$356K 0.04%
879
+267
82
$356K 0.04%
10,350
-1,907
83
$354K 0.04%
5,173
+222
84
$348K 0.03%
1,788
85
$347K 0.03%
4,978
86
$341K 0.03%
12,945
87
$332K 0.03%
3,200
-592
88
$331K 0.03%
5,520
+1,786
89
$331K 0.03%
2,959
+237
90
$327K 0.03%
2,959
-6
91
$315K 0.03%
7,060
-404
92
$314K 0.03%
10,034
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93
$313K 0.03%
511
-6
94
$312K 0.03%
1,080
-25,160
95
$300K 0.03%
1,021
-31
96
$299K 0.03%
9,522
-58
97
$296K 0.03%
1,889
+211
98
$283K 0.03%
3,053
-799
99
$278K 0.03%
+2,320
100
$272K 0.03%
10,520
1 2 3
4
5