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

Top Buys

1 +$6.75M
2 +$6.44M
3 +$5.98M
4
GEV icon
GE Vernova
GEV
+$5.91M
5
PSA icon
Public Storage
PSA
+$5.61M

Top Sells

1 +$19.2M
2 +$18.2M
3 +$6.92M
4
XOM icon
Exxon Mobil
XOM
+$5.17M
5
V icon
Visa
V
+$4.98M

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