CF

Claremont Financial Group, Inc.

13F
Claremont Financial Group, Inc.
Last update 2022-08-16 35 Stocks (2 new)
Value $23.00 Mil Turnover 92 %
Countries:
Top Holdings: VEA(30.37%)GLD(17.00%)IJH(12.14%)REZ(10.97%)VWO(10.17%)
Summary Stock Picks Current Portfolio
Claremont Financial Group, Inc... Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA
Vanguard FTSE Developed Markets ETF
149,581
7,107.0
+10,258.80%
30.370
+30.08%
0.010
+15.17%
+21.17%
151,853.0
 
GLD
SPDR Gold Shares ETF
22,057
3,978.0
+19,593.75%
17.000
+16.91%
0.010
+7.23%
+26.85%
102,309.8
 
IJH
iShares Core S&P Mid-Cap ETF
54,405
2,840.0
+108,710.00%
12.140
+12.13%
0.000
+15.11%
+2.98%
97,529.5
 
REZ
iShares Residential and Multisector Real Estate ETF
iShares Residential and Multisector Real Estate ETF
26,298
2,567.0
+19,525.37%
10.970
+10.91%
0.230
-1.40%
+3.51%
796.6
 
VWO
Vanguard FTSE Emerging Markets ETF
51,561
2,379.0
+7,969.01%
10.170
+10.04%
0.000
+12.40%
+14.02%
83,003.4
 
BOND
PIMCO Active Bond ETF
15,448
1,548.0
+21,657.75%
6.620
+6.59%
0.050
-0.30%
+3.75%
5,623.3
 
SPY
S&P 500 ETF TRUST ETF
1,233
553.0
+927.50%
2.360
+2.13%
0.000
+16.86%
+7.34%
643,153.0
 
VUG
Vanguard Growth ETF
1,261
356.0
+1,901.59%
1.520
+1.44%
0.000
+24.44%
+7.95%
152,432.4
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
7,236
296.0
+9,950.00%
1.260
+1.25%
0.010
+14.91%
-1.06%
11,684.6
 
HON
Honeywell International Inc
1,135
219.0
0%
0.940
0%
0.000
+16.91%
+7.54%
154,639.0
Conglomerates

Claremont Financial Group, Inc.'s Historical Top Holdings Breakdowns

Claremont Financial Group, Inc. Total Holding History ($B)

To

Claremont Financial Group, Inc.'s Asset Allocation

To

Claremont Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Claremont Financial Group, Inc.'s Hypothetical Growth since 2022-03-31

Claremont Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Claremont Financial Group, Inc.'s Holdings Heat Map

Size field:

Claremont Financial Group, Inc.'s Holdings Bubble Chart

Claremont Financial Group, Inc. News

  • 1

Discussions on Claremont Financial Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.