CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.26B
This Quarter Return
+4.29%
1 Year Return
+13.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$600M
AUM Growth
+$600M
(+4.4%)
Cap. Flow
+$2.03M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
79.24%
Holding
87
New
14
Increased
29
Reduced
19
Closed
4
Top Buys
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$19.7M |
| 2 |
Liberty Energy
LBRT
|
$7.64M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$6.27M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.22M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.01M |
Top Sells
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Financials | 1.38% |
| 3 | Energy | 1.31% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Communication Services | 0.45% |
