CF
Clarity Financial Portfolio holdings
AUM $929M
1-Year Return
15.41%
This Quarter Return
+9.13%
1 Year Return
+15.41%
3 Year Return
+93.43%
5 Year Return
–
10 Year Return
–
AUM
$929M
AUM Growth
+$59.3M
(+6.8%)
Cap. Flow
+$1.53M
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
45.48%
Holding
115
New
7
Increased
48
Reduced
40
Closed
6
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$16.9M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
+$12M |
| 3 |
Palo Alto Networks
PANW
|
+$9.56M |
| 4 |
Blackrock
BLK
|
+$8.38M |
| 5 |
Kinder Morgan
KMI
|
+$8.31M |
Top Sells
| 1 |
Apple
AAPL
|
+$29.7M |
| 2 |
Arista Networks
ANET
|
+$19.6M |
| 3 |
JPMorgan Chase
JPM
|
+$8.34M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$7.06M |
| 5 |
NVIDIA
NVDA
|
+$5.71M |
Sector Composition
| 1 | Technology | 13.53% |
| 2 | Financials | 8% |
| 3 | Consumer Staples | 7.94% |
| 4 | Healthcare | 7.22% |
| 5 | Energy | 4.53% |
