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
$569M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.89M
3
+$6.56M
4
WMT icon
Walmart Inc
WMT
+$6.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.62M

Top Sells

1
+$13.3M
2
+$12.7M
3
+$10.8M
4
ABT icon
Abbott
ABT
+$10.3M
5
PSA icon
Public Storage
PSA
+$9.91M

Sector Composition

1 Technology 13.47%
2 Energy 7.54%
3 Consumer Staples 7.39%
4 Communication Services 6.75%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.04%
+6,473
102
$211K 0.04%
+3,527
103
$206K 0.04%
2,192
104
$205K 0.04%
+3,569
105
$203K 0.04%
3,087
-744
106
$195K 0.03%
11,034
+648
107
$185K 0.03%
11,688
-16,681
108
$105K 0.02%
+12,255
109
$92.4K 0.02%
+4,555
110
$48K 0.01%
12,500
111
$7.56K ﹤0.01%
+10,000
112
– –
-6,778
113
– –
-30,068
114
– –
-5,669
115
– –
-2,102
116
– –
-793
117
– –
-952
118
– –
-69,183
119
– –
-5,882
120
– –
-145,074
121
– –
-9,108
122
– –
-30,000
123
– –
-80,226
124
– –
-47,670
125
– –
-32,829
2 3 4
5
6