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
$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
301
$21.7K 0.01%
+371
302
$21.4K 0.01%
+541
303
$21.2K 0.01%
+233
304
$21K 0.01%
+642
305
$20.8K 0.01%
+430
306
$20.8K 0.01%
+330
307
$20.7K 0.01%
+408
308
$20.1K 0.01%
+89
309
$19.9K 0.01%
+847
310
$19.8K 0.01%
+671
311
$19.3K 0.01%
+174
312
$19.3K 0.01%
+303
313
$19.1K 0.01%
+198
314
$18.9K 0.01%
+7
315
$18.9K 0.01%
+309
316
$18.8K 0.01%
+24
317
$18.4K 0.01%
+120
318
$18.1K 0.01%
+544
319
$18K 0.01%
+56
320
$18K 0.01%
+318
321
$17.9K 0.01%
+332
322
$17.9K 0.01%
+238
323
$17.9K 0.01%
+97
324
$17.4K 0.01%
+378
325
$17.1K 0.01%
+102