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
$836M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.31M
3
+$7.29M
4
NVDA icon
NVIDIA
NVDA
+$7.18M
5
FANG icon
Diamondback Energy
FANG
+$7.13M

Top Sells

1
+$12.3M
2
+$7.78M
3
+$3.53M
4
DUK icon
Duke Energy
DUK
+$3.39M
5
WMT icon
Walmart Inc
WMT
+$3.33M

Sector Composition

1 Technology 13.24%
2 Consumer Staples 7.9%
3 Healthcare 7.58%
4 Energy 6.64%
5 Financials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.03%
2,222
-4
102
$261K 0.03%
+987
103
$254K 0.03%
+2,258
104
$253K 0.03%
480
-196
105
$252K 0.03%
1,343
+250
106
$251K 0.03%
929
+85
107
$249K 0.03%
1,900
-102
108
$221K 0.03%
4,476
-2,512
109
$220K 0.03%
2,744
-132,307
110
$209K 0.03%
720
-375
111
$207K 0.02%
1,181
-241
112
$200K 0.02%
2,100
113
$183K 0.02%
11,030
114
$157K 0.02%
52,244
+39,744
115
$105K 0.01%
12,255
116
$28.5K ﹤0.01%
1,839
+943
117
$81 ﹤0.01%
+10,000
118
– –
-2,678
119
– –
-597
120
– –
-3,299
121
– –
-3,550
122
– –
-20,087
123
– –
-29,737
124
– –
-3,189
125
– –
-13,822
3 4
5
6 7