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  Name: Clifford Group LLC
  City: WAYLAND
  State: MA
  Zip: 01778
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $121,117,000
  Total Value Change : $13,218,000
  Securities Held Change : -3
   
All Securities Held : 71
  New Positions : 1
  Closed Positions : 4
  Increased Positions : 34
  Unchanged Positions : 22
  Decreased Positions : 14

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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 75 Closed $146.31 $0 0 0% -237,000 -1,736 0    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 74 Closed $0.00 $0 0 0% -652,000 -8,358 0    N/A
   (EELV)1 Year Chart         EELV Invesco S&p Emerging Market... 73 Closed $23.52 $0 0 0% -348,000 -14,463 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 72 Closed $177.81 $0 0 0% -276,000 -1,112 0    Auto Manufacturers

      4 Records Found
  1    
Page 1 of 1
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