CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.26B
1-Year Est. Return
13.19%
1 Year Est. Return
+13.19%
AUM
$1.26B
AUM Growth
+$174M
(+16%)
Holding
254
Top Buys
| 1 | +$41.3M | |
| 2 | +$19.1M | |
| 3 | +$12.4M | |
| 4 |
Johnson & Johnson
JNJ
|
+$11.6M |
| 5 |
Royal Bank of Canada
RY
|
+$11.3M |
Top Sells
| 1 | +$16.9M | |
| 2 | +$2.78M | |
| 3 | +$1.1M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$615K |
| 5 |
Newmont
NEM
|
+$500K |
Sector Composition
| 1 | Financials | 11.61% |
| 2 | Technology | 11.02% |
| 3 | Communication Services | 5.01% |
| 4 | Consumer Staples | 4.4% |
| 5 | Energy | 4.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
| – | – |
-2,911
|
|
||
|
252
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| – | – |
-7,794
|
|
||
253
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-7,296
|
|
||
254
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-3,365
|
|