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
$526M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$4.94M
2 +$2.37M
3 +$682K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$625K
5
RBA icon
RB Global
RBA
+$442K

Sector Composition

1 Financials 1.18%
2 Technology 1.17%
3 Consumer Discretionary 0.64%
4 Consumer Staples 0.18%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,576
77
-23,961
78
-12,725
79
-6,603