CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.26B
This Quarter Return
+4.31%
1 Year Return
+13.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(+0.95%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-3.06%
Top 10 Holdings %
Top 10 Hldgs %
84.43%
Holding
90
New
10
Increased
13
Reduced
29
Closed
22
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.93M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.9M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$1.38M |
| 4 |
Apple
AAPL
|
$1.04M |
| 5 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$977K |
Sector Composition
| 1 | Technology | 1.37% |
| 2 | Financials | 1.35% |
| 3 | Consumer Discretionary | 1.22% |
| 4 | Real Estate | 0.64% |
| 5 | Consumer Staples | 0.27% |
