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
51
$430K 0.33%
485
52
$394K 0.31%
1,713
53
$375K 0.29%
1,130
54
$373K 0.29%
2,189
+2
55
$365K 0.28%
3,819
56
$351K 0.27%
1,261
-45
57
$342K 0.27%
691
58
$336K 0.26%
2,463
-1,425
59
$326K 0.25%
1,374
60
$312K 0.24%
11,872
-55
61
$308K 0.24%
1,136
62
$307K 0.24%
666
63
$304K 0.24%
492
-26
64
$284K 0.22%
1,373
-57
65
$267K 0.21%
977
+20
66
$246K 0.19%
710
67
$242K 0.19%
+7,477
68
$241K 0.19%
578
+12
69
$238K 0.18%
250
-12
70
$229K 0.18%
+2,833
71
$217K 0.17%
940
-48
72
$215K 0.17%
1,793
73
$214K 0.17%
+817
74
$203K 0.16%
+142
75
– –
-7,527
1 2
3
4