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
$129M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$564K
2 +$448K
3 +$242K
4
WMT icon
Walmart
WMT
+$229K
5
TSLA icon
Tesla
TSLA
+$214K

Top Sells

1 +$1.27M
2 +$876K
3 +$445K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$296K
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