CPIG
Chicago Partners Investment Group Portfolio holdings
AUM
$3.47B
1-Year Return
16.46%
This Quarter Return
+7.08%
1 Year Return
+16.46%
3 Year Return
+59.01%
5 Year Return
+97.48%
10 Year Return
+126.98%
AUM
$1.63B
AUM Growth
+$232M
(+17%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
7.54%
Top 10 Holdings %
Top 10 Hldgs %
23.97%
Holding
667
New
82
Increased
356
Reduced
155
Closed
26
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.17M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$4.85M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$4M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$3.81M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$3.31M |
Top Sells
Sector Composition
| 1 | Energy | 10.46% |
| 2 | Financials | 7.82% |
| 3 | Technology | 5.7% |
| 4 | Utilities | 2.54% |
| 5 | Healthcare | 2.16% |
