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CCP

Clifford Capital Partners Portfolio holdings

AUM $600M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.18M
3
+$398K
4
NXGN
NextGen Healthcare, Inc. Common Stock
NXGN
+$373K
5
VYX icon
NCR Voyix
VYX
+$345K

Top Sells

1
+$3.83M
2
+$306K
3
+$243K
4
HWC icon
Hancock Whitney
HWC
+$148K

Sector Composition

1 Financials 23.48%
2 Technology 21.98%
3 Consumer Discretionary 13.97%
4 Consumer Staples 11.42%
5 Industrials 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 2.36%
57,235
+5,568
27
$2.2M 2.06%
95,619
+5,301
28
$2.15M 2.01%
35,308
+1,559
29
$2.01M 1.88%
63,659
+3,733
30
$1.92M 1.79%
11,639
+650
31
$1.88M 1.76%
196,848
+4,685
32
$573K 0.54%
34,531
+20,808
33
$523K 0.49%
11,764
-3,182
34
$478K 0.45%
5,324
+190
35
$449K 0.42%
7,912
+430
36
$425K 0.4%
12,932
+480
37
$414K 0.39%
62,853
-56,409
38
$391K 0.37%
22,959
+908
39
$378K 0.35%
+10,612
40
$376K 0.35%
9,111
+510
41
$368K 0.34%
+5,505
42
$317K 0.3%
+36,095
43
$307K 0.29%
7,748
+2,221
44
– –
-68,386
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