CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.26B
This Quarter Return
+4.58%
1 Year Return
+13.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$290M
AUM Growth
–
Cap. Flow
+$290M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.2%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$85.7M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$51.3M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$25.7M |
| 4 |
iShares US Equity Factor ETF
LRGF
|
$20.4M |
| 5 |
iShares Gold Trust
IAU
|
$14.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Financials | 1.46% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Real Estate | 0.74% |
| 5 | Healthcare | 0.42% |
