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
$493M
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$76.9M
2
+$34M
3
+$33.4M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$15.7M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$9.59M

Top Sells

1
+$59.3M
2
+$41.9M
3
+$17.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$10.8M
5
IAU icon
iShares Gold Trust
IAU
+$10.6M

Sector Composition

1 Technology 5.96%
2 Energy 5.65%
3 Healthcare 4.52%
4 Consumer Discretionary 3.7%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$190K 0.04%
+10,493
127
– –
-11,666
128
– –
-16,950
129
– –
-21,042
130
– –
-5,789
131
– –
-109,346
132
– –
-147,563
133
– –
-299,518
134
– –
-28,092
2 3 4 5
6