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Home > Institutional Investor > Clarity Financial Llc > Profile

Instuitional Investor - Clarity Financial Llc

Fund Profile
Filing Period:
Fund Name: Clarity Financial Llc
Portfolio Value $576,841,801
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 920,542 $75,521,242 13.09%
2.
Ishares Tr
 249,751 $29,253,345 5.07%
3.
Exxon Mobil Corp
 XOM 265,085 $26,503,222 4.59%
4.
Abbvie Inc.
 ABBV 166,559 $25,811,656 4.47%
5.
Sector Spdr Trust
 XLB 132,049 $25,416,831 4.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)