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
$107M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$1.64M
3 +$604K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$561K
5
KVYO icon
Klaviyo
KVYO
+$417K

Top Sells

1 +$21M
2 +$2.38M
3 +$1.07M
4
TSLA icon
Tesla
TSLA
+$303K
5
ABT icon
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
VTI icon
76
Vanguard Total Stock Market ETF
VTI
$548B
$200K 0.19%
+728
TSLA icon
77
Tesla
TSLA
$1.48T
-750
GLD icon
78
SPDR Gold Trust
GLD
$139B
-857
KKR icon
79
KKR & Co
KKR
$107B
-1,353
SPIB icon
80
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
-72,801
SPTL icon
81
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
-40,748