CG

Clarus Group Portfolio holdings

AUM $272M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$303K
3 +$288K
4
INTC icon
Intel
INTC
+$285K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$239K

Sector Composition

1 Energy 19.17%
2 Technology 18.89%
3 Consumer Discretionary 12.14%
4 Healthcare 5.08%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-29,526
102
-223,943
103
-2,246