CF

Clarity Financial Portfolio holdings

AUM $1.08B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$11.5M
3
+$2.14M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$1.72M
5
BHK icon
BlackRock Core Bond Trust
BHK
+$1.45M

Top Sells

1
+$57.2M
2
+$38M
3
+$8.58M
4
NFLX icon
Netflix
NFLX
+$8.3M
5
AMZN icon
Amazon
AMZN
+$8.1M

Sector Composition

1 Technology 6.59%
2 Healthcare 6.23%
3 Energy 5.8%
4 Consumer Staples 4.51%
5 Utilities 3.2%
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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-22,312
104
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-29,418
105
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-4,875
106
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-25,676
107
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-10,527
108
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-10,839
109
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-121,398
110
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-1,893
111
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-2,165
112
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-4,978
113
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-41,542
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