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
376
$4K ﹤0.01%
+41
377
$4K ﹤0.01%
+14
378
$4K ﹤0.01%
+234
379
$4K ﹤0.01%
+100
380
$4K ﹤0.01%
+131
381
$4K ﹤0.01%
+214
382
$4K ﹤0.01%
+24
383
$4K ﹤0.01%
+65
384
$3K ﹤0.01%
+129
385
$3K ﹤0.01%
+73
386
$3K ﹤0.01%
+100
387
$3K ﹤0.01%
+4
388
$3K ﹤0.01%
+51
389
$3K ﹤0.01%
+96
390
$3K ﹤0.01%
+47
391
$3K ﹤0.01%
+10
392
$3K ﹤0.01%
+10
393
$3K ﹤0.01%
+50
394
$3K ﹤0.01%
+60
395
$3K ﹤0.01%
+126
396
$2K ﹤0.01%
+14
397
$2K ﹤0.01%
+22
398
$2K ﹤0.01%
+31
399
$2K ﹤0.01%
+23
400
$2K ﹤0.01%
+149
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