CF

Clarity Financial Portfolio holdings

AUM $919M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$18.2M
3
+$9.93M
4
NOW icon
ServiceNow
NOW
+$8.78M
5
BLK icon
Blackrock
BLK
+$8.22M

Top Sells

1
+$68M
2
+$15M
3
+$8.78M
4
GEV icon
GE Vernova
GEV
+$8.21M
5
PLTR icon
Palantir
PLTR
+$8.09M

Sector Composition

1 Technology 14.99%
2 Financials 8.72%
3 Consumer Staples 7.8%
4 Healthcare 7.7%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.03%
2,843
102
$266K 0.03%
2,244
103
$259K 0.03%
749
+3
104
$253K 0.03%
+645
105
$245K 0.02%
+1,948
106
$230K 0.02%
7,624
-3,406
107
$226K 0.02%
+635
108
$225K 0.02%
2,502
109
$224K 0.02%
1,343
110
$224K 0.02%
1,181
-194
111
$215K 0.02%
+2,932
112
$213K 0.02%
+3,145
113
$206K 0.02%
+2,173
114
$203K 0.02%
+2,659
115
$201K 0.02%
+3,035
116
$190K 0.02%
47,600
117
$170K 0.02%
+24,000
118
$110K 0.01%
12,255
119
– –
-2,462
120
– –
-65,205
121
– –
-183,416
122
– –
-702
123
– –
-504
1 2 3 4
5