CC
Climber Capital Portfolio holdings
AUM
$156M
1 Year Est. Return
–
AUM
$156M
AUM Growth
+$28.8M
(+23%)
Holding
66
Top Buys
| 1 | +$417K | |
| 2 | +$326K | |
| 3 | +$280K | |
| 4 |
Cisco
CSCO
|
+$252K |
| 5 |
Chevron
CVX
|
+$242K |
Top Sells
| 1 | +$505K | |
| 2 | +$221K | |
| 3 | +$161K | |
| 4 |
SPDR Gold Trust
GLD
|
+$74.8K |
| 5 |
Mastercard
MA
|
+$54.8K |
Sector Composition
| 1 | Technology | 2.13% |
| 2 | Communication Services | 1.73% |
| 3 | Financials | 0.76% |
| 4 | Consumer Staples | 0.68% |
| 5 | Healthcare | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$450B
| $368K | 0.24% |
2,420
+214
|
|
||
52
SPDR S&P Emerging Asia Pacific ETF
GMF
$408M
| $309K | 0.2% |
2,460
-45
|
|
||
53
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.3B
| $302K | 0.19% |
3,110
|
|
||
|
54
Mastercard
MA
$512B
| $298K | 0.19% |
534
-98
|
|
||
55
Coca-Cola
KO
$302B
| $295K | 0.19% |
4,187
-213
|
|
||
56
Alphabet (Google) Class C
GOOG
$3.25T
| $293K | 0.19% |
1,662
-48
|
|
||
57
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$43M
| $280K | 0.18% |
+4,470
|
|
||
58
Mondelez International
MDLZ
$77.9B
| $253K | 0.16% |
3,775
|
|
||
|
59
Cisco
CSCO
$287B
| $252K | 0.16% |
+3,655
|
|
||
60
iShares Fallen Angels USD Bond ETF
FALN
$1.82B
| $245K | 0.16% |
9,090
|
|
||
|
61
Chevron
CVX
$311B
| $242K | 0.15% |
+1,696
|
|
||
62
Amazon
AMZN
$2.44T
| $240K | 0.15% |
+1,101
|
|
||
63
UnitedHealth
UNH
$333B
| $238K | 0.15% |
+767
|
|
||
64
Visa
V
$673B
| $231K | 0.15% |
+655
|
|
||
65
Chubb
CB
$109B
| $227K | 0.15% |
789
-50
|
|
||
66
Alcon
ALC
$37B
| $206K | 0.13% |
+2,337
|
|