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 % |
Claremont Financial Group, Inc... Top Holdings of 2022-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 149,581 | 7,107.0 | +10,258.80% | 30.370 | +30.08% | 0.010 | +9.84% | +17.86% | 152,176.7 | ||
GLD | SPDR Gold Shares ETF | 22,057 | 3,978.0 | +19,593.75% | 17.000 | +16.91% | 0.010 | +15.55% | +28.40% | 100,856.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 54,405 | 2,840.0 | +108,710.00% | 12.140 | +12.13% | 0.000 | +0.79% | -2.48% | 92,633.0 | ||
REZ | iShares Residential and Multisector Real Estate ETF | 26,298 | 2,567.0 | +19,525.37% | 10.970 | +10.91% | 0.230 | -5.45% | +2.50% | 798.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 51,561 | 2,379.0 | +7,969.01% | 10.170 | +10.04% | 0.000 | +7.34% | +8.90% | 83,599.9 | ||
BOND | PIMCO Active Bond ETF | 15,448 | 1,548.0 | +21,657.75% | 6.620 | +6.59% | 0.050 | -0.28% | +2.75% | 5,476.1 | ||
SPY | S&P 500 ETF TRUST ETF | 1,233 | 553.0 | +927.50% | 2.360 | +2.13% | 0.000 | +3.62% | +1.99% | 609,536.3 | ||
VUG | Vanguard Growth ETF | 1,261 | 356.0 | +1,901.59% | 1.520 | +1.44% | 0.000 | +5.51% | +2.63% | 153,119.2 | ||
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 7,236 | 296.0 | +9,950.00% | 1.260 | +1.25% | 0.010 | -1.66% | -7.22% | 10,955.5 | ||
HON | Honeywell International Inc | 1,135 | 219.0 | 0% | 0.940 | 0% | 0.000 | +9.91% | +1.75% | 146,308.8 | Conglomerates |
Claremont Financial Group, Inc.'s Historical Top Holdings Breakdowns
Claremont Financial Group, Inc. Total Holding History ($B)
Claremont Financial Group, Inc.'s Asset Allocation
Claremont Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Claremont Financial Group, Inc.'s Holdings Bubble Chart
Claremont Financial Group, Inc. News
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