CPG

Cornerstone Planning Group Portfolio holdings

AUM $624M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.76%
2 Financials 1.62%
3 Healthcare 1.01%
4 Industrials 0.77%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$30.6K 0.01%
+403
302
$30.4K 0.01%
+306
303
$29.9K 0.01%
+480
304
$29.8K 0.01%
+1,356
305
$29.6K 0.01%
+400
306
$29.5K 0.01%
+465
307
$29.3K 0.01%
+1,102
308
$29.1K 0.01%
+359
309
$29K 0.01%
+640
310
$28.8K 0.01%
+479
311
$28.8K 0.01%
+206
312
$28.6K 0.01%
+121
313
$28.5K 0.01%
+387
314
$28.4K 0.01%
+417
315
$28.4K 0.01%
+776
316
$27.9K 0.01%
+325
317
$27.9K 0.01%
+365
318
$27.6K 0.01%
+392
319
$27.3K 0.01%
+636
320
$27.3K 0.01%
+267
321
$27K 0.01%
+736
322
$26.9K 0.01%
+231
323
$26.8K 0.01%
+49
324
$26.6K 0.01%
+283
325
$26.5K 0.01%
+530