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
$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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-36,600
102
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-41,542
103
– –
-25,067
104
– –
-1,137
105
– –
-15,036
106
– –
-15,123
107
– –
-48,600
108
– –
-43,744
109
– –
-6,666
110
– –
-22,312
111
– –
-29,418
112
– –
-4,875
113
– –
-25,676
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5