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
$535M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$20.1M
3
+$8.59M
4
DUK icon
Duke Energy
DUK
+$6.38M
5
NVDA icon
NVIDIA
NVDA
+$5.78M

Top Sells

1
+$26M
2
+$22.5M
3
+$14.2M
4
AMLP icon
Alerian MLP ETF
AMLP
+$12.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.5M

Sector Composition

1 Healthcare 6.69%
2 Technology 5.26%
3 Energy 4.29%
4 Consumer Discretionary 3.44%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
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