CF
Clarity Financial Portfolio holdings
AUM
$1.08B
1-Year Est. Return
18.64%
This Fund
S&P 500
1 Year Est. Return
+18.64%
AUM
$1.08B
AUM Growth
+$73.7M
(+7.3%)
Holding
127
Top Buys
| 1 | +$29.7M | |
| 2 | +$19.8M | |
| 3 | +$16.7M | |
| 4 |
JPMorgan Chase
JPM
|
+$16.1M |
| 5 |
Amazon
AMZN
|
+$10.7M |
Top Sells
| 1 | +$25M | |
| 2 | +$23.2M | |
| 3 | +$16M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$8.37M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$5.57M |
Sector Composition
| 1 | Technology | 12.28% |
| 2 | Financials | 10.61% |
| 3 | Communication Services | 10.09% |
| 4 | Healthcare | 7.34% |
| 5 | Consumer Staples | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Treasury Floating Rate Bond ETF
TFLO
$6.42B
| – | – |
-9,688
|
|
||
127
Vanguard Mid-Cap ETF
VO
$96.4B
| – | – |
-733
|
|