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
$493M
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$76.8M
2
+$33.8M
3
+$31.7M
4
ALB icon
Albemarle
ALB
+$8.62M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$8.58M

Top Sells

1
+$58.7M
2
+$43.1M
3
+$17.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$10.8M
5
IAU icon
iShares Gold Trust
IAU
+$10.1M

Sector Composition

1 Technology 5.96%
2 Energy 5.65%
3 Healthcare 4.52%
4 Consumer Discretionary 3.7%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.06%
5,401
-50,278
102
$287K 0.06%
+1,909
103
$287K 0.06%
+287,067
104
$267K 0.05%
+4,090
105
$265K 0.05%
+1,188
106
$263K 0.05%
+2,096
107
$262K 0.05%
12,306
+536
108
$260K 0.05%
3,422
-22,801
109
$257K 0.05%
+5,031
110
$256K 0.05%
+4,663
111
$255K 0.05%
3,514
+124
112
$250K 0.05%
11,072
+1,965
113
$248K 0.05%
+1,943
114
$244K 0.05%
+1,754
115
$243K 0.05%
+976
116
$241K 0.05%
+1,076
117
$238K 0.05%
9,105
-15,539
118
$233K 0.05%
+3,005
119
$220K 0.04%
+797
120
$216K 0.04%
+550
121
$214K 0.04%
+2,525
122
$212K 0.04%
+1,064
123
$205K 0.04%
+3,865
124
$205K 0.04%
+1,246
125
$204K 0.04%
+2,769
2 3 4
5
6