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
$631M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$40.2M
3
+$7.94M
4
MRO
Marathon Oil Corporation
MRO
+$6.41M
5
AMD icon
Advanced Micro Devices
AMD
+$6.28M

Top Sells

1
+$36.9M
2
+$15M
3
+$9.51M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.39M
5
UPS icon
United Parcel Service
UPS
+$4.96M

Sector Composition

1 Technology 7.57%
2 Healthcare 5.01%
3 Energy 4.14%
4 Consumer Staples 3.28%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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121
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