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
351
$6K ﹤0.01%
+96
352
$6K ﹤0.01%
+127
353
$6K ﹤0.01%
+250
354
$6K ﹤0.01%
+250
355
$5K ﹤0.01%
+91
356
$5K ﹤0.01%
+170
357
$5K ﹤0.01%
+62
358
$5K ﹤0.01%
+3
359
$5K ﹤0.01%
+103
360
$5K ﹤0.01%
+166
361
$5K ﹤0.01%
+22
362
$5K ﹤0.01%
+13
363
$5K ﹤0.01%
+12
364
$5K ﹤0.01%
+292
365
$5K ﹤0.01%
+60
366
$5K ﹤0.01%
+61
367
$5K ﹤0.01%
+78
368
$5K ﹤0.01%
+13
369
$5K ﹤0.01%
+43
370
$5K ﹤0.01%
+325
371
$4K ﹤0.01%
+51
372
$4K ﹤0.01%
+124
373
$4K ﹤0.01%
+12
374
$4K ﹤0.01%
+36
375
$4K ﹤0.01%
+51
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