CPIG

Chicago Partners Investment Group Portfolio holdings

AUM $3.82B
1-Year Est. Return 16.94%
This Quarter Est. Return
1 Year Est. Return
+16.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,036
New
Increased
Reduced
Closed

Top Buys

1 +$8.68M
2 +$3.18M
3 +$1.83M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.48M
5
FFTY icon
Innovator IBD 50 ETF
FFTY
+$1.27M

Sector Composition

1 Energy 22.18%
2 Financials 7.95%
3 Technology 4.06%
4 Utilities 3.62%
5 Real Estate 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$9K ﹤0.01%
550
827
$9K ﹤0.01%
+400
828
$9K ﹤0.01%
400
829
$8K ﹤0.01%
+600
830
$8K ﹤0.01%
948
831
$8K ﹤0.01%
51
832
$8K ﹤0.01%
+581
833
$8K ﹤0.01%
168
834
$8K ﹤0.01%
875
-750
835
$8K ﹤0.01%
250
836
$8K ﹤0.01%
186
837
$8K ﹤0.01%
200
838
$8K ﹤0.01%
110
-175
839
$8K ﹤0.01%
+255
840
$8K ﹤0.01%
220
841
$8K ﹤0.01%
45
842
$7K ﹤0.01%
+105
843
$7K ﹤0.01%
177
844
$7K ﹤0.01%
152
845
$7K ﹤0.01%
425
846
$7K ﹤0.01%
237
+2
847
$7K ﹤0.01%
464
848
$7K ﹤0.01%
270
+2
849
$7K ﹤0.01%
250
850
$7K ﹤0.01%
245