CPA

Capital Planning Advisors Portfolio holdings

AUM $682M
1-Year Est. Return 17.54%
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$2.22M
2 +$1.74M
3 +$1.2M
4
LOW icon
Lowe's Companies
LOW
+$1.03M
5
TGT icon
Target
TGT
+$971K

Sector Composition

1 Technology 10.44%
2 Healthcare 8.86%
3 Industrials 7.34%
4 Financials 5.56%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,815
127
-5,030