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
$493M
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$76.8M
2
+$33.8M
3
+$31.7M
4
ALB icon
Albemarle
ALB
+$8.62M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$8.58M

Top Sells

1
+$58.7M
2
+$43.1M
3
+$17.7M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$10.8M
5
IAU icon
iShares Gold Trust
IAU
+$10.1M

Sector Composition

1 Technology 5.96%
2 Energy 5.65%
3 Healthcare 4.52%
4 Consumer Discretionary 3.7%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.8M 15.57%
+890,957
2
$48.5M 9.82%
1,262,992
+880,468
3
$31.7M 6.43%
+234,230
4
$27.2M 5.51%
204,836
+42,446
5
$17.5M 3.55%
150,305
+3,216
6
$10.9M 2.21%
4,738,514
7
$10.6M 2.15%
144,710
-10,783
8
$9.86M 2%
176,595
+88,741
9
$9.75M 1.97%
79,807
+37,640
10
$8.7M 1.76%
127,311
-39,475
11
$8.63M 1.75%
36,626
+14,642
12
$8.62M 1.75%
+58,999
13
$8.58M 1.74%
+146,726
14
$8.43M 1.71%
+247,440
15
$8.38M 1.7%
49,872
-2,667
16
$6.29M 1.27%
128,144
+19,817
17
$6.29M 1.27%
+203,158
18
$6.22M 1.26%
+198,774
19
$6.15M 1.25%
155,720
-5,384
20
$6.08M 1.23%
39,300
+12,400
21
$5.28M 1.07%
32,127
-4,629
22
$5.09M 1.03%
10,703
+2,174
23
$4.92M 1%
65,416
+22,410
24
$4.79M 0.97%
44,293
+15,496
25
$4.72M 0.96%
73,356
-3,828
1
2 3 4 5