CPCM
Cardinal Point Capital Management Portfolio holdings
AUM
$1.26B
1-Year Est. Return
13.19%
1 Year Est. Return
+13.19%
AUM
$1.09B
AUM Growth
+$458M
(+73%)
Holding
183
Top Buys
| 1 | +$18.2M | |
| 2 | +$17.4M | |
| 3 | +$14.9M | |
| 4 |
Enbridge
ENB
|
+$14.7M |
| 5 |
Suncor Energy
SU
|
+$14.7M |
Top Sells
| 1 | +$5.79M | |
| 2 | +$3.04M | |
| 3 | +$2.93M | |
| 4 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$704K |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$645K |
Sector Composition
| 1 | Financials | 11.06% |
| 2 | Technology | 10.68% |
| 3 | Energy | 4.88% |
| 4 | Communication Services | 4.65% |
| 5 | Consumer Staples | 4.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
AbbVie
ABBV
$408B
| $203K | 0.02% |
+970
|
|
||
177
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $201K | 0.02% |
+2,221
|
|
||
178
Vanguard Small-Cap ETF
VB
$67.8B
| $201K | 0.02% |
+907
|
|
||
179
Innovator US Equity Power Buffer ETF May
PMAY
$635M
| $200K | 0.02% |
5,600
|
|
||
180
lululemon athletica
LULU
$20.9B
| – | – |
-600
|
|
||
181
Innovator US Equity Power Buffer ETF October
POCT
$778M
| – | – |
-6,300
|
|
||
182
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-2,900
|
|
||
183
Health Care Select Sector SPDR Fund
XLV
$35.6B
| – | – |
-2,755
|
|