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
+$12.6M
2
+$7.31M
3
+$7.29M
4
NVDA icon
NVIDIA
NVDA
+$7.18M
5
FANG icon
Diamondback Energy
FANG
+$7.13M

Top Sells

1
+$12.3M
2
+$7.78M
3
+$3.53M
4
DUK icon
Duke Energy
DUK
+$3.39M
5
WMT icon
Walmart Inc
WMT
+$3.33M

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
in Stake 		Capital Flow
151
– –
-3,812
152
– –
-14,397
153
– –
-4,590
154
– –
-9,738
155
– –
-980
156
– –
-11,630
157
– –
-5,615
158
– –
-61,030
159
– –
-10,000
3 4 5 6
7