CPCM

Cardinal Point Capital Management Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$37.5M
2 +$27.8M
3 +$2.56M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.19M
5
XOM icon
Exxon Mobil
XOM
+$976K

Sector Composition

1 Technology 1.23%
2 Financials 1.22%
3 Consumer Discretionary 1.07%
4 Energy 0.31%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,122
77
-1,336