CPC

Consolidated Planning Corp Portfolio holdings

AUM $948M
1-Year Est. Return 19.31%
This Quarter Est. Return
1 Year Est. Return
+19.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.15M
3
+$593K
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$471K
5
RJF icon
Raymond James Financial
RJF
+$431K

Top Sells

1
+$103K
2
+$94.4K
3
+$39.7K
4
KO icon
Coca-Cola
KO
+$19.8K
5
AMZN icon
Amazon
AMZN
+$19.7K

Sector Composition

1 Technology 6.94%
2 Consumer Discretionary 4.58%
3 Financials 3.2%
4 Communication Services 2.68%
5 Consumer Staples 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
+2,500
277
$14K 0.01%
+181
278
$14K 0.01%
+500
279
$14K 0.01%
+95
280
$14K 0.01%
+84
281
$14K 0.01%
+231
282
$14K 0.01%
+51
283
$14K 0.01%
+500
284
$14K 0.01%
+205
285
$14K 0.01%
+143
286
$14K 0.01%
+339
287
$13K 0.01%
+231
288
$13K 0.01%
+120
289
$13K 0.01%
+122
290
$13K 0.01%
+300
291
$13K 0.01%
+281
292
$13K 0.01%
+210
293
$13K 0.01%
+185
294
$13K 0.01%
+32
295
$13K 0.01%
+530
296
$12K 0.01%
+232
297
$12K 0.01%
+236
298
$12K 0.01%
+67
299
$11K 0.01%
+60
300
$11K 0.01%
+62
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