CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
24.27%
This Fund
S&P 500
1 Year Est. Return
+24.27%
AUM
$1.43B
AUM Growth
+$167M
(+13%)
Holding
281
Top Buys
| 1 | +$9.97M | |
| 2 | +$9.25M | |
| 3 | +$8.29M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$6.46M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$4.02M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$9.59M | |
| 3 | +$5.17M | |
| 4 |
Comfort Systems
FIX
|
+$2.7M |
| 5 |
Zoetis
ZTS
|
+$1.25M |
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 US Aggregate Bond ETF
SCHZ
$9.89B
| – | – |
-635,697
|
|
||
277
Teck Resources
TECK
$23.8B
| – | – |
-7,900
|
|
||
|
TIXT
278
DELISTED
TELUS International
TIXT
| – | – |
-106,385
|
|
||
279
Vanguard Real Estate ETF
VNQ
$33.7B
| – | – |
-7,628
|
|
||
280
Vanguard Growth ETF
VUG
$180B
| – | – |
-535
|
|
||
|
VZLA
281
Vizsla Silver
VZLA
$1.1B
| – | – |
-40,000
|
|