CG
Clifford Group Portfolio holdings
AUM
$122M
This Quarter Return
+7.52%
1 Year Return
+15.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$80.1M
AUM Growth
–
Cap. Flow
+$80.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.57%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$14.3M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$10.2M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$3.85M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$3.36M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$3.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.21% |
| 2 | Healthcare | 4.21% |
| 3 | Financials | 4.12% |
| 4 | Industrials | 2.89% |
| 5 | Consumer Staples | 2.26% |
