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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
301
$59.2K 0.01%
4,566
302
$58.7K 0.01%
1,173
+1,171
303
$58.2K 0.01%
+201
304
$58.1K 0.01%
357
-245
305
$58K 0.01%
1,101
+1,018
306
$57.7K 0.01%
1,392
+1,387
307
$57.7K 0.01%
531
+406
308
$57.5K 0.01%
212
+182
309
$57.5K 0.01%
798
-41,442
310
$57.1K 0.01%
+547
311
$57K 0.01%
499
+213
312
$56.6K 0.01%
+601
313
$56.4K 0.01%
+153
314
$56.2K 0.01%
492
+450
315
$56.1K 0.01%
275
316
$55.3K 0.01%
+657
317
$55.2K 0.01%
511
+216
318
$55.2K 0.01%
+220
319
$54.8K 0.01%
+2,119
320
$54.7K 0.01%
246
+152
321
$54.7K 0.01%
45
+10
322
$54.4K 0.01%
541
+225
323
$54.4K 0.01%
2,514
+2,446
324
$54.3K 0.01%
137
+39
325
$54.2K 0.01%
304
+9
11 12
13
14 15