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
$131M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$973K
2 +$875K
3 +$423K
4
FIS icon
Fidelity National Information Services
FIS
+$226K
5
AMZN icon
Amazon
AMZN
+$209K

Top Sells

1 +$1.05M
2 +$552K
3 +$431K
4
UPS icon
United Parcel Service
UPS
+$336K
5
TGT icon
Target
TGT
+$301K

Sector Composition

1 Technology 11.2%
2 Financials 4.54%
3 Consumer Discretionary 3.21%
4 Communication Services 2.87%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,214
77
-142
78
-2,463