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
$584M
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$15.3M
3
+$9.39M
4
RTX icon
RTX Corp
RTX
+$9.11M
5
CSCO icon
Cisco
CSCO
+$7.43M

Top Sells

1
+$83.9M
2
+$77.4M
3
+$11.7M
4
KO icon
Coca-Cola
KO
+$9.15M
5
ALB icon
Albemarle
ALB
+$4.62M

Sector Composition

1 Technology 10.58%
2 Healthcare 9.93%
3 Consumer Staples 8.09%
4 Energy 5.64%
5 Financials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-7,080
127
– –
-3,569
128
– –
-2,691
2 3 4 5
6