CG
Clifford Group Portfolio holdings
AUM
$122M
1-Year Est. Return
15.94%
1 Year Est. Return
+15.94%
AUM
$122M
AUM Growth
+$14.7M
(+14%)
Holding
85
Top Buys
| 1 | +$1.43M | |
| 2 | +$381K | |
| 3 | +$350K | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$314K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$298K |
Top Sells
| 1 | +$230K | |
| 2 | +$202K | |
| 3 | +$159K | |
| 4 |
Apple
AAPL
|
+$148K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$140K |
Sector Composition
| 1 | Technology | 12.92% |
| 2 | Financials | 5.34% |
| 3 | Communication Services | 3.76% |
| 4 | Consumer Discretionary | 3.48% |
| 5 | Industrials | 2.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$73.2B
| $229K | 0.19% |
2,272
+254
|
|
||
77
Vanguard Total Stock Market ETF
VTI
$543B
| $221K | 0.18% |
728
|
|
||
78
Trane Technologies
TT
$92.5B
| $217K | 0.18% |
+497
|
|
||
79
TransDigm Group
TDG
$71.3B
| $216K | 0.18% |
+142
|
|
||
80
SPDR MSCI USA Gender Diversity ETF
SHE
$280M
| $209K | 0.17% |
+1,675
|
|
||
81
O'Reilly Automotive
ORLY
$86.2B
| $207K | 0.17% |
2,295
|
|
||
82
Mastercard
MA
$507B
| $206K | 0.17% |
+367
|
|
||
83
Thermo Fisher Scientific
TMO
$204B
| $202K | 0.17% |
497
-20
|
|
||
84
Intuitive Surgical
ISRG
$160B
| – | – |
-407
|
|
||
85
Target
TGT
$41.3B
| – | – |
-2,201
|
|