CFG
Claremont Financial Group Portfolio holdings
AUM
$23.4M
1 Year Est. Return
–
AUM
$22.9K
AUM Growth
–
Holding
12
Top Buys
| 1 | +$7.46K | |
| 2 | +$3.02K | |
| 3 | +$3K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.58K |
| 5 |
iShares Residential and Multisector Real Estate ETF
REZ
|
+$2.54K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.94% |
| 2 | Financials | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $7.46K | 32.54% |
+1,444
|
|
||
2
SPDR Gold Trust
GLD
$128B
| $3.02K | 13.16% |
+112
|
|
||
3
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $3K | 13.09% |
+50
|
|
||
|
4
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $2.58K | 11.25% |
+639
|
|
||
|
5
iShares Residential and Multisector Real Estate ETF
REZ
$784M
| $2.54K | 11.11% |
+134
|
|
||
6
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.92B
| $1.81K | 7.91% |
+71
|
|
||
7
SPDR S&P 500 ETF Trust
SPY
$679B
| $802 | 3.5% |
+120
|
|
||
8
Vanguard Growth ETF
VUG
$204B
| $670 | 2.92% |
+63
|
|
||
9
Royal Bank of Canada
RY
$208B
| $304 | 1.33% |
+2,866
|
|
||
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $287 | 1.25% |
+72
|
|
||
11
Honeywell
HON
$126B
| $237 | 1.03% |
+1,135
|
|
||
12
Union Pacific
UNP
$130B
| $207 | 0.9% |
+823
|
|