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
326
$16.8K 0.01%
+190
327
$16.8K 0.01%
+110
328
$16.7K 0.01%
+130
329
$16.6K 0.01%
+520
330
$16.5K 0.01%
+38
331
$16.4K 0.01%
+203
332
$16.4K 0.01%
+391
333
$16.3K 0.01%
+68
334
$16.2K 0.01%
+57
335
$16K 0.01%
+77
336
$16K 0.01%
+1,481
337
$16K 0.01%
+520
338
$15.6K 0.01%
+290
339
$15.6K 0.01%
+147
340
$15.6K 0.01%
+210
341
$15.5K 0.01%
+149
342
$15.4K 0.01%
+386
343
$15.3K 0.01%
+1,223
344
$15.2K 0.01%
+228
345
$15.2K 0.01%
+91
346
$15.2K 0.01%
+584
347
$15K 0.01%
+168
348
$15K 0.01%
+52
349
$14.9K 0.01%
+89
350
$14.8K 0.01%
+112