CF

Clarity Financial Portfolio holdings

AUM $1.08B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$25.8M
3
+$10.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.89M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.32M

Top Sells

1
+$24.9M
2
+$17.1M
3
+$6.29M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.22M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.82M

Sector Composition

1 Healthcare 5.86%
2 Technology 4.9%
3 Energy 4.34%
4 Consumer Discretionary 3.55%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
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