CPCM

Cardinal Point Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$1.2M
3
+$769K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$279K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$278K

Top Sells

1
+$1.93M
2
+$1.9M
3
+$1.38M
4
AAPL icon
Apple
AAPL
+$1.04M
5
PJUL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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4