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
$851M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$25.3M
3
+$13.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.3M
5
OKE icon
Oneok
OKE
+$7.75M

Top Sells

1
+$9.85M
2
+$1.89M
3
+$1.61M
4
LLY icon
Eli Lilly
LLY
+$796K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$773K

Sector Composition

1 Technology 12.25%
2 Consumer Staples 8.13%
3 Energy 6.55%
4 Healthcare 6.21%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47.1K 0.01%
12,500
152
$17.8K ﹤0.01%
+896
153
$9.68K ﹤0.01%
10,000
154
– –
-6,633
155
– –
-3,303
156
– –
-2,500
157
– –
-1,060
3 4 5 6
7