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CPG

Cornerstone Planning Group Portfolio holdings

AUM $749M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,781
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$72.2M
3
+$69.7M
4
SCHW
Charles Schwab
SCHW
+$30.9M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.2M

Top Sells

1
+$39.6M
2
+$39.4M
3
+$17.3M
4
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$12.5M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$12.1M

Sector Composition

1 Financials 4.12%
2 Healthcare 3.13%
3 Technology 2.96%
4 Industrials 1.82%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$76.6K 0.01%
329
+133
252
$76.5K 0.01%
+161
253
$72.9K 0.01%
655
-97
254
$72.4K 0.01%
752
+162
255
$72.3K 0.01%
162
+39
256
$72.3K 0.01%
1,064
+1,051
257
$72.1K 0.01%
876
+461
258
$71.9K 0.01%
309
+12
259
$71.6K 0.01%
1,602
+903
260
$71.4K 0.01%
+586
261
$71.1K 0.01%
441
-20
262
$70.2K 0.01%
+1,257
263
$68.6K 0.01%
+576
264
$68K 0.01%
551
-45
265
$68K 0.01%
377
+252
266
$67.9K 0.01%
2,484
+6
267
$67.8K 0.01%
+507
268
$67.7K 0.01%
218
+79
269
$67K 0.01%
108
+15
270
$67K 0.01%
423
+84
271
$66.9K 0.01%
703
-137
272
$66.2K 0.01%
1,211
+8
273
$66.1K 0.01%
400
+196
274
$65.8K 0.01%
+1,990
275
$65.8K 0.01%
347
-3
9 10
11
12 13