CPG

Cornerstone Planning Group Portfolio holdings

AUM $490M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,569
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.36%
2 Financials 1.53%
3 Industrials 0.75%
4 Consumer Discretionary 0.73%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$26.7K 0.01%
+280
277
$26.6K 0.01%
+262
278
$26.3K 0.01%
+487
279
$25.5K 0.01%
+282
280
$25.3K 0.01%
+758
281
$25.2K 0.01%
+135
282
$25.2K 0.01%
+221
283
$24.9K 0.01%
+349
284
$24.8K 0.01%
+390
285
$24.8K 0.01%
+945
286
$24.6K 0.01%
+486
287
$24.5K 0.01%
+498
288
$24.4K 0.01%
+50
289
$24.3K 0.01%
+291
290
$24.1K 0.01%
+116
291
$23.8K 0.01%
+559
292
$23.7K 0.01%
+239
293
$23.6K 0.01%
+373
294
$23.6K 0.01%
+346
295
$23.5K 0.01%
+227
296
$23.4K 0.01%
+526
297
$23.4K 0.01%
+238
298
$23K 0.01%
+1,328
299
$22.7K 0.01%
+248
300
$21.9K 0.01%
+387