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
501
$0 ﹤0.01%
+1
502
$0 ﹤0.01%
+6
503
$0 ﹤0.01%
+8
504
$0 ﹤0.01%
+1
505
$0 ﹤0.01%
+11
506
$0 ﹤0.01%
+3