CG

Clifford Group Portfolio holdings

AUM $122M
1-Year Est. Return 15.94%
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$564K
2
+$448K
3
+$242K
4
WMT icon
Walmart
WMT
+$229K
5
TSLA icon
Tesla
TSLA
+$214K

Top Sells

1
+$1.27M
2
+$876K
3
+$445K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$296K
5
MNDY icon
monday.com
MNDY
+$275K

Sector Composition

1 Technology 10.59%
2 Financials 4.06%
3 Consumer Discretionary 2.73%
4 Communication Services 2.66%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$811K 0.63%
2,293
+7
27
$773K 0.6%
4,461
-49
28
$750K 0.58%
31,986
+865
29
$730K 0.57%
1,801
-28
30
$693K 0.54%
6,652
-339
31
$692K 0.54%
4,379
-106
32
$680K 0.53%
6,982
-428
33
$648K 0.5%
2,302
-47
34
$643K 0.5%
5,644
-112
35
$625K 0.49%
4,952
36
$621K 0.48%
11,666
-1,650
37
$617K 0.48%
4,598
-22
38
$600K 0.47%
3,849
-9
39
$578K 0.45%
2,566
-35
40
$566K 0.44%
4,309
+241
41
$566K 0.44%
3,750
-148
42
$541K 0.42%
1,968
-54
43
$523K 0.41%
5,944
44
$480K 0.37%
2,824
-920
45
$464K 0.36%
9,880
+333
46
$461K 0.36%
519
-27
47
$441K 0.34%
2,639
48
$433K 0.34%
755
+232
49
$433K 0.34%
2,509
+389
50
$431K 0.34%
7,214
+443
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