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CPIG

Chicago Partners Investment Group Portfolio holdings

AUM $4.47B
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.81M
3
+$1.8M
4
KMI icon
Kinder Morgan
KMI
+$1.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M

Top Sells

1
+$8.43M
2
+$1.91M
3
+$1.67M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$911K
5
FRN
Invesco Frontier Markets ETF
FRN
+$605K

Sector Composition

1 Energy 21.41%
2 Financials 8.48%
3 Utilities 4.65%
4 Technology 3.68%
5 Real Estate 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
+251
877
$3K ﹤0.01%
20
878
$3K ﹤0.01%
60
879
$3K ﹤0.01%
+43
880
$3K ﹤0.01%
151
881
$3K ﹤0.01%
+57
882
$3K ﹤0.01%
1
883
$3K ﹤0.01%
300
884
$3K ﹤0.01%
300
885
$2K ﹤0.01%
85
886
$2K ﹤0.01%
39
887
$2K ﹤0.01%
82
+33
888
$2K ﹤0.01%
400
889
$2K ﹤0.01%
+21
890
$2K ﹤0.01%
+30
891
$2K ﹤0.01%
167
892
$2K ﹤0.01%
31
893
$2K ﹤0.01%
+150
894
$2K ﹤0.01%
+46
895
$2K ﹤0.01%
100
896
$2K ﹤0.01%
80
897
$2K ﹤0.01%
81
-190
898
$2K ﹤0.01%
19
899
$2K ﹤0.01%
138
900
$2K ﹤0.01%
37
34 35
36
37 38