CF
Clarity Financial Portfolio holdings
AUM
$929M
1-Year Return
15.41%
This Quarter Return
+0.12%
1 Year Return
+15.41%
3 Year Return
+93.43%
5 Year Return
–
10 Year Return
–
AUM
$869M
AUM Growth
+$32.9M
(+3.9%)
Cap. Flow
+$33.6M
Cap. Flow
% of AUM
3.87%
Top 10 Holdings %
Top 10 Hldgs %
47.43%
Holding
125
New
8
Increased
47
Reduced
38
Closed
17
Top Buys
| 1 |
Arista Networks
ANET
|
+$15.2M |
| 2 |
Palantir
PLTR
|
+$15.2M |
| 3 |
Procter & Gamble
PG
|
+$7.64M |
| 4 |
Microsoft
MSFT
|
+$7.4M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$6.38M |
Top Sells
| 1 |
Diamondback Energy
FANG
|
+$14.6M |
| 2 |
Exxon Mobil
XOM
|
+$11.8M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$11.1M |
| 4 |
Advanced Micro Devices
AMD
|
+$9.29M |
| 5 |
AbbVie
ABBV
|
+$5.15M |
Sector Composition
| 1 | Technology | 14.83% |
| 2 | Consumer Staples | 8.84% |
| 3 | Healthcare | 7.27% |
| 4 | Financials | 5.41% |
| 5 | Energy | 3.84% |
