CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.43B
1-Year Est. Return
19%
1 Year Est. Return
+19%
AUM
$1.43B
AUM Growth
+$167M
(+13%)
Holding
281
Top Buys
| 1 | +$10.4M | |
| 2 | +$10.2M | |
| 3 | +$8.84M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$6.68M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$4.06M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$9.92M | |
| 3 | +$5.35M | |
| 4 |
Comfort Systems
FIX
|
+$3.28M |
| 5 |
Zoetis
ZTS
|
+$1.21M |
Sector Composition
| 1 | Financials | 12.12% |
| 2 | Technology | 11.81% |
| 3 | Communication Services | 4.92% |
| 4 | Energy | 4.25% |
| 5 | Consumer Staples | 3.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
| – | – |
-263,049
|
|
||
277
Schwab US Aggregate Bond ETF
SCHZ
$9.33B
| – | – |
-635,697
|
|
||
278
Teck Resources
TECK
$22B
| – | – |
-7,900
|
|
||
|
TIXT
279
DELISTED
TELUS International
TIXT
| – | – |
-106,385
|
|
||
280
Vanguard Real Estate ETF
VNQ
$33.9B
| – | – |
-7,628
|
|
||
|
VZLA
281
Vizsla Silver
VZLA
$1.72B
| – | – |
-40,000
|
|