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

Top Buys

1 +$7.23M
2 +$6.89M
3 +$6.56M
4
WMT icon
Walmart Inc
WMT
+$6.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.62M

Top Sells

1 +$13.3M
2 +$12.7M
3 +$10.8M
4
ABT icon
Abbott
ABT
+$10.3M
5
PSA icon
Public Storage
PSA
+$9.91M

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
-312,930
127
-6,414