CF

Clarity Financial Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.29%
This Quarter Est. Return
1 Year Est. Return
+16.29%
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 +$14.3M
3 +$8.98M
4
RTX icon
RTX Corp
RTX
+$7.66M
5
CSCO icon
Cisco
CSCO
+$7.41M

Top Sells

1 +$84.1M
2 +$71.4M
3 +$9.7M
4
KO icon
Coca-Cola
KO
+$8.54M
5
ALB icon
Albemarle
ALB
+$3.94M

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
-2,691
127
-2,357
128
-1,774