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
351
$14.8K 0.01%
+36
352
$14.8K 0.01%
+183
353
$14.6K 0.01%
+75
354
$14.5K 0.01%
+87
355
$14.4K 0.01%
+30
356
$14.3K 0.01%
+57
357
$14.3K 0.01%
+710
358
$14.2K 0.01%
+781
359
$14.1K 0.01%
+597
360
$14.1K 0.01%
+539
361
$13.8K 0.01%
+46
362
$13.7K 0.01%
+524
363
$13.7K 0.01%
+56
364
$13.7K 0.01%
+786
365
$13.7K 0.01%
+79
366
$13.7K 0.01%
+151
367
$13.7K 0.01%
+65
368
$13.6K 0.01%
+237
369
$13.5K 0.01%
+385
370
$13.5K 0.01%
+193
371
$13.3K 0.01%
+114
372
$13.3K 0.01%
+95
373
$13.3K 0.01%
+72
374
$13.3K 0.01%
+30
375
$13.2K 0.01%
+283