CG

Clifford Group Portfolio holdings

AUM $129M
1-Year Est. Return 19.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.06%
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
+$543K
2
+$430K
3
+$254K
4
WMT icon
Walmart Inc
WMT
+$208K
5
TSLA icon
Tesla
TSLA
+$186K

Top Sells

1
+$1.23M
2
+$848K
3
+$445K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$293K
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
76
– –
-2,193
77
– –
-1,141
1 2 3
4