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
$665M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$5.93M
3 +$5.68M
4
OKE icon
Oneok
OKE
+$5.49M
5
GEV icon
GE Vernova
GEV
+$5.46M

Top Sells

1 +$19.2M
2 +$17.5M
3 +$6.9M
4
XOM icon
Exxon Mobil
XOM
+$5.23M
5
V icon
Visa
V
+$5.2M

Sector Composition

1 Technology 14.51%
2 Consumer Staples 8.38%
3 Energy 7.5%
4 Healthcare 7%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,273
127
-5,067