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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
276
$65.7K 0.01%
100
-115
277
$65.4K 0.01%
343
+252
278
$65.2K 0.01%
558
+496
279
$65.1K 0.01%
715
+159
280
$64.9K 0.01%
975
+224
281
$64.8K 0.01%
778
-100
282
$64.7K 0.01%
381
+372
283
$64.5K 0.01%
218
+44
284
$64.5K 0.01%
+603
285
$64K 0.01%
+582
286
$63.7K 0.01%
27
+11
287
$63.6K 0.01%
831
+156
288
$62.6K 0.01%
2,884
289
$61.4K 0.01%
1,700
+1,687
290
$61.3K 0.01%
2,588
+32
291
$61.3K 0.01%
296
-2,098
292
$61.3K 0.01%
135
-445
293
$60.9K 0.01%
409
-92
294
$60.7K 0.01%
1,866
+109
295
$60.4K 0.01%
177
+82
296
$60.4K 0.01%
+430
297
$60.2K 0.01%
420
+417
298
$60.2K 0.01%
1,357
+76
299
$59.5K 0.01%
+736
300
$59.5K 0.01%
805
+338
10 11
12
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