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
$836M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.04M
3
+$7M
4
NLY icon
Annaly Capital Management
NLY
+$6.84M
5
FANG icon
Diamondback Energy
FANG
+$6.63M

Top Sells

1
+$10.6M
2
+$7.77M
3
+$3.47M
4
WMT icon
Walmart Inc
WMT
+$3.47M
5
DUK icon
Duke Energy
DUK
+$3.23M

Sector Composition

1 Technology 13.24%
2 Consumer Staples 7.9%
3 Healthcare 7.58%
4 Energy 6.64%
5 Financials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
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