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
$108M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$2.09M
3 +$1.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.28M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.15M

Top Sells

1 +$3.61M
2 +$842K
3 +$408K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$399K
5
BILL icon
BILL Holdings
BILL
+$246K

Sector Composition

1 Technology 9.68%
2 Financials 4.63%
3 Healthcare 3.07%
4 Industrials 2.61%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,399