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

Top Buys

1
+$52.1M
2
+$38.8M
3
+$7.94M
4
MRO
Marathon Oil Corporation
MRO
+$6.28M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.97M

Top Sells

1
+$37M
2
+$15M
3
+$9.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.08M
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
101
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102
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103
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104
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-1,670
105
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-1,995
106
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-23,804
107
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-4,713
108
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-966
109
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-167,679
110
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-30,991
111
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-27,251
112
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-798
114
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-168,597
115
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-74,144
116
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-11,389
117
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-1,291
118
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-35,730
119
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-788
120
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-21,437
121
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-53,698
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5