CG
Clifford Group Portfolio holdings
AUM
$129M
1-Year Est. Return
19.06%
This Fund
S&P 500
1 Year Est. Return
+19.06%
AUM
$129M
AUM Growth
+$1.09M
(+0.85%)
Holding
83
Top Buys
| 1 | +$659K | |
| 2 | +$335K | |
| 3 | +$212K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$202K |
| 5 |
Chubb
CB
|
+$188K |
Top Sells
| 1 | +$314K | |
| 2 | +$314K | |
| 3 | +$313K | |
| 4 |
Uber
UBER
|
+$265K |
| 5 |
Netflix
NFLX
|
+$248K |
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Financials | 5.3% |
| 3 | Communication Services | 4.02% |
| 4 | Consumer Discretionary | 3.39% |
| 5 | Healthcare | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Chubb
CB
$130B
| $201K | 0.16% |
+643
|
|
||
|
77
Netflix
NFLX
$419B
| – | – |
-2,070
|
|
||
78
Trane Technologies
TT
$96.6B
| – | – |
-497
|
|
||
|
79
Uber
UBER
$155B
| – | – |
-2,702
|
|
||
80
United Parcel Service
UPS
$88.4B
| – | – |
-3,758
|
|
||
81
Applovin
APP
$172B
| – | – |
-288
|
|
||
82
Fidelity National Information Services
FIS
$26B
| – | – |
-4,743
|
|
||
83
Mastercard
MA
$468B
| – | – |
-367
|
|