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
$569M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$7.15M
2 +$7M
3 +$6.44M
4
XOM icon
Exxon Mobil
XOM
+$6.24M
5
SWK icon
Stanley Black & Decker
SWK
+$6.18M

Top Sells

1 +$14.8M
2 +$12.4M
3 +$11.8M
4
PSA icon
Public Storage
PSA
+$11.4M
5
ABT icon
Abbott
ABT
+$11.4M

Sector Composition

1 Technology 13.47%
2 Energy 7.54%
3 Consumer Staples 7.39%
4 Communication Services 6.75%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,207
127
-6,778