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
$518M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$9.21M
3
+$7.81M
4
CMCSA icon
Comcast
CMCSA
+$5.25M
5
UNH icon
UnitedHealth
UNH
+$3.51M

Top Sells

1
+$10.9M
2
+$8.78M
3
+$8.35M
4
DVN icon
Devon Energy
DVN
+$8.13M
5
NINE
Nine Energy Service
NINE
+$7.45M

Sector Composition

1 Energy 12.01%
2 Healthcare 7.39%
3 Consumer Staples 3.49%
4 Utilities 3.29%
5 Technology 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$60.1K 0.01%
12,500
102
– –
-1,779
103
– –
-4,340
104
– –
-1,720
1 2 3 4
5