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
$726M
AUM Growth
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$5.78M
3
+$5.76M
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$5.58M
5
RTX icon
RTX Corp
RTX
+$4.22M

Top Sells

1
+$8.95M
2
+$8.17M
3
+$6.07M
4
UNP icon
Union Pacific
UNP
+$5.89M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.43M

Sector Composition

1 Technology 13.45%
2 Financials 10.97%
3 Communication Services 5.19%
4 Consumer Discretionary 4.87%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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