CFG
Claremont Financial Group Portfolio holdings
AUM
$23.4M
1 Year Est. Return
–
AUM
$23.4M
AUM Growth
+$23.4M
(+102,025%)
Holding
35
Top Buys
| 1 | +$7.04M | |
| 2 | +$3.96M | |
| 3 | +$2.84M | |
| 4 |
iShares Residential and Multisector Real Estate ETF
REZ
|
+$2.55M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.35M |
Sector Composition
| 1 | Healthcare | 1.88% |
| 2 | Industrials | 1.71% |
| 3 | Technology | 1.01% |
| 4 | Consumer Discretionary | 0.55% |
| 5 | Materials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Airbnb
ABNB
$77.6B
| $33K | 0.14% |
+200
|
|
||
27
NVIDIA
NVDA
$5.04T
| $32K | 0.14% |
+1,320
|
|
||
28
CVS Health
CVS
$99.6B
| $28K | 0.12% |
+270
|
|
||
29
Stryker
SYK
$137B
| $25K | 0.11% |
+94
|
|
||
30
AT&T
T
$174B
| $24K | 0.1% |
+1,313
|
|
||
31
Amazon
AMZN
$2.71T
| $19K | 0.08% |
+120
|
|
||
32
Prudential Financial
PRU
$36.6B
| $6K | 0.03% |
+48
|
|
||
33
Kyndryl
KD
$6.65B
| $1K | ﹤0.01% |
+57
|
|
||
34
Quantum Computing Inc
QUBT
$3.44B
| $1K | ﹤0.01% |
+400
|
|
||
35
Royal Bank of Canada
RY
$208B
| – | – |
-2,866
|
|