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
$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
+$7.72M
4
CMCSA icon
Comcast
CMCSA
+$5.55M
5
UNH icon
UnitedHealth
UNH
+$3.52M

Top Sells

1
+$13.8M
2
+$11.5M
3
+$8.82M
4
IAU icon
iShares Gold Trust
IAU
+$8.8M
5
DVN icon
Devon Energy
DVN
+$7.33M

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