CG
Clifford Group Portfolio holdings
AUM
$128M
1-Year Est. Return
18.61%
1 Year Est. Return
+18.61%
AUM
$128M
AUM Growth
+$6.67M
(+5.5%)
Holding
85
Top Buys
| 1 | +$952K | |
| 2 | +$344K | |
| 3 | +$292K | |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$214K |
| 5 |
Applovin
APP
|
+$207K |
Top Sells
| 1 | +$1.84M | |
| 2 | +$1.4M | |
| 3 | +$263K | |
| 4 |
SPDR Gold Trust
GLD
|
+$246K |
| 5 |
Pinterest
PINS
|
+$236K |
Sector Composition
| 1 | Technology | 12.88% |
| 2 | Financials | 5.23% |
| 3 | Communication Services | 4.09% |
| 4 | Consumer Discretionary | 3.42% |
| 5 | Healthcare | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$567B
| $239K | 0.19% |
728
|
|
||
77
Danaher
DHR
$160B
| $239K | 0.19% |
1,204
|
|
||
78
Salesforce
CRM
$248B
| $217K | 0.17% |
917
-279
|
|
||
79
Trane Technologies
TT
$89B
| $210K | 0.16% |
497
|
|
||
80
Mastercard
MA
$490B
| $209K | 0.16% |
367
|
|
||
|
81
Applovin
APP
$234B
| $207K | 0.16% |
+288
|
|
||
|
82
SPDR Gold Trust
GLD
$141B
| – | – |
-807
|
|
||
|
83
Pinterest
PINS
$18.1B
| – | – |
-6,570
|
|
||
84
TransDigm Group
TDG
$75.9B
| – | – |
-142
|
|
||
85
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
| – | – |
-39,604
|
|