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 2.69%
5 Consumer Staples 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
+104
402
$2K ﹤0.01%
+14
403
$2K ﹤0.01%
+71
404
$2K ﹤0.01%
+39
405
$2K ﹤0.01%
+26
406
$2K ﹤0.01%
+5
407
$2K ﹤0.01%
+61
408
$2K ﹤0.01%
+149
409
$2K ﹤0.01%
+10
410
$2K ﹤0.01%
+52
411
$2K ﹤0.01%
+17
412
$2K ﹤0.01%
+5
413
$2K ﹤0.01%
+7
414
$2K ﹤0.01%
+51
415
$2K ﹤0.01%
+122
416
$2K ﹤0.01%
+12
417
$2K ﹤0.01%
+4
418
$2K ﹤0.01%
+28
419
$2K ﹤0.01%
+10
420
$2K ﹤0.01%
+7
421
$2K ﹤0.01%
+60
422
$2K ﹤0.01%
+54
423
$2K ﹤0.01%
+51
424
$2K ﹤0.01%
+213
425
$1K ﹤0.01%
+9
15 16
17
18 19