CPIG

Chicago Partners Investment Group Portfolio holdings

AUM $3.01B
This Quarter Return
-2.14%
1 Year Return
+8.4%
3 Year Return
+25.42%
5 Year Return
+118.25%
10 Year Return
+101.9%
AUM
$3.01B
AUM Growth
+$288K
Cap. Flow
+$120M
Cap. Flow %
3.98%
Top 10 Hldgs %
23.44%
Holding
1,006
New
161
Increased
473
Reduced
265
Closed
73
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-10,079
Closed
-$208K
-10,250
Closed
-$530K
-4,927
Closed
-$291K
-2,183
Closed
-$233K
-8,702
Closed
-$283K
-13,681
Closed
-$463K
-2,814
Closed
-$207K
-1,130
Closed
-$275K
-7,879
Closed
-$322K
-10,814
Closed
-$238K
-7,813
Closed
-$214K
-3,542
Closed
-$259K
-2,438
Closed
-$218K
-511
Closed
-$253K
-17,315
Closed
-$296K
-4,621
Closed
-$235K
-3,163
Closed
-$210K
-6,737
Closed
-$254K
-2,270
Closed
-$223K
-3,406
Closed
-$205K
-4,167
Closed
-$231K
-839
Closed
-$298K
-1,944
Closed
-$230K
-1,490
Closed
-$218K
-1,836
Closed
-$255K