CPG

Cornerstone Planning Group Portfolio holdings

AUM $641M
1-Year Est. Return 16.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.33%
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%
+110
327
$16.7K 0.01%
+130
328
$16.6K 0.01%
+520
329
$16.5K 0.01%
+38
330
$16.4K 0.01%
+203
331
$16.4K 0.01%
+391
332
$16.3K 0.01%
+68
333
$16.2K 0.01%
+57
334
$16K 0.01%
+77
335
$16K 0.01%
+1,481
336
$16K 0.01%
+520
337
$15.6K 0.01%
+290
338
$15.6K 0.01%
+147
339
$15.6K 0.01%
+210
340
$15.5K 0.01%
+149
341
$15.4K 0.01%
+386
342
$15.3K 0.01%
+1,223
343
$15.2K 0.01%
+228
344
$15.2K 0.01%
+91
345
$15.2K 0.01%
+584
346
$15K 0.01%
+168
347
$15K 0.01%
+52
348
$14.9K 0.01%
+89
349
$14.8K 0.01%
+112
350
$14.8K 0.01%
+36