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
$461M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$14.2M
3 +$13.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.42M

Top Sells

1 +$22.4M
2 +$9.46M
3 +$9.41M
4
NVDA icon
NVIDIA
NVDA
+$6.47M
5
AMD icon
Advanced Micro Devices
AMD
+$5.85M

Sector Composition

1 Healthcare 8.32%
2 Energy 6.26%
3 Consumer Staples 4.55%
4 Utilities 3.56%
5 Technology 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-46,003