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
$521M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$26M
3
+$11.3M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.01M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.43M

Top Sells

1
+$24.9M
2
+$17.7M
3
+$6.29M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.22M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.14M

Sector Composition

1 Healthcare 5.86%
2 Technology 4.9%
3 Energy 4.34%
4 Consumer Discretionary 3.55%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,665
152
– –
-23,187
153
– –
-287,067
3 4 5 6
7