CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.63B
1-Year Est. Return
24.74%
This Fund
S&P 500
1 Year Est. Return
+24.74%
AUM
$1.53B
AUM Growth
+$101M
(+7.1%)
Holding
289
Top Buys
| 1 | +$23.5M | |
| 2 | +$10.3M | |
| 3 | +$5.83M | |
| 4 |
Charles Schwab
SCHW
|
+$4.94M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.07M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$8.84M | |
| 3 | +$2.26M | |
| 4 |
AMRZ
Amrize Ltd
AMRZ
|
+$2.23M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.47M |
Sector Composition
| 1 | Financials | 11.9% |
| 2 | Technology | 10.98% |
| 3 | Communication Services | 4.96% |
| 4 | Energy | 4.83% |
| 5 | Consumer Staples | 3.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Mercado Libre
MELI
$91.7B
| – | – |
-195
|
|
||
277
Medtronic
MDT
$108B
| – | – |
-7,722
|
|
||
278
Intel
INTC
$335B
| – | – |
-18,621
|
|
||
279
Honeywell
HON
$136B
| – | – |
-1,071
|
|
||
280
Amplify Cybersecurity ETF
HACK
$1.94B
| – | – |
-4,079
|
|
||
281
Flowers Foods
FLO
$1.86B
| – | – |
-15,600
|
|
||
282
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.41B
| – | – |
-3,975
|
|
||
283
Ericsson
ERIC
$37.7B
| – | – |
-64,750
|
|
||
284
Diageo
DEO
$44.1B
| – | – |
-4,540
|
|
||
285
Campbell Soup
CPB
$6.25B
| – | – |
-8,450
|
|
||
286
BP
BP
$119B
| – | – |
-7,525
|
|
||
287
Alibaba
BABA
$316B
| – | – |
-1,400
|
|
||
288
ASML
ASML
$546B
| – | – |
-225
|
|
||
289
Air Products & Chemicals
APD
$67.6B
| – | – |
-800
|
|