CF
Clarity Financial Portfolio holdings
AUM
$919M
1-Year Est. Return
16.53%
This Fund
S&P 500
1 Year Est. Return
+16.53%
AUM
$919M
AUM Growth
-$162M
(-15%)
Holding
132
Top Buys
| 1 | +$53.6M | |
| 2 | +$24.4M | |
| 3 | +$11.7M | |
| 4 |
Salesforce
CRM
|
+$10.8M |
| 5 |
ServiceNow
NOW
|
+$10.4M |
Top Sells
| 1 | +$52.2M | |
| 2 | +$43.5M | |
| 3 | +$21.4M | |
| 4 |
Annaly Capital Management
NLY
|
+$19.9M |
| 5 |
Kinder Morgan
KMI
|
+$18.3M |
Sector Composition
| 1 | Technology | 17.02% |
| 2 | Healthcare | 7.91% |
| 3 | Financials | 6.93% |
| 4 | Communication Services | 6.46% |
| 5 | Consumer Staples | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
American Electric Power
AEP
$68.9B
| – | – |
-5,190
|
|
||
127
Ball Corp
BALL
$14.6B
| – | – |
-8,575
|
|
||
128
Heartbeam
BEAT
$48.6M
| – | – |
-10,504
|
|
||
129
Mastercard
MA
$436B
| – | – |
-370
|
|
||
130
Prudential Financial
PRU
$35B
| – | – |
-3,200
|
|
||
131
iShares Mortgage Real Estate ETF
REM
$556M
| – | – |
-246,757
|
|
||
132
UnitedHealth
UNH
$345B
| – | – |
-719
|
|