CG
Clifford Group Portfolio holdings
AUM
$122M
1-Year Est. Return
15.94%
1 Year Est. Return
+15.94%
AUM
$107M
AUM Growth
-$24.1M
(-18%)
Holding
81
Top Buys
| 1 | +$2.48M | |
| 2 | +$1.64M | |
| 3 | +$604K | |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$561K |
| 5 |
Klaviyo
KVYO
|
+$417K |
Top Sells
| 1 | +$21M | |
| 2 | +$2.38M | |
| 3 | +$1.07M | |
| 4 |
Tesla
TSLA
|
+$303K |
| 5 |
Abbott
ABT
|
+$211K |
Sector Composition
| 1 | Technology | 12.18% |
| 2 | Financials | 5.42% |
| 3 | Consumer Discretionary | 3.37% |
| 4 | Communication Services | 3.34% |
| 5 | Healthcare | 2.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$548B
| $200K | 0.19% |
+728
|
|
||
|
77
Tesla
TSLA
$1.48T
| – | – |
-750
|
|
||
78
SPDR Gold Trust
GLD
$139B
| – | – |
-857
|
|
||
79
KKR & Co
KKR
$107B
| – | – |
-1,353
|
|
||
80
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
| – | – |
-72,801
|
|
||
81
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
| – | – |
-40,748
|
|