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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
351
$48.6K 0.01%
851
-5,435
352
$48.5K 0.01%
+897
353
$48.5K 0.01%
1,163
+92
354
$48.5K 0.01%
+1,526
355
$48.2K 0.01%
142
+133
356
$48K 0.01%
830
+680
357
$47.8K 0.01%
3,094
-1,275
358
$47.5K 0.01%
+217
359
$47.4K 0.01%
247
+236
360
$46.6K 0.01%
480
+398
361
$46.5K 0.01%
339
-1,319
362
$46.4K 0.01%
+1,854
363
$46.3K 0.01%
1,015
+40
364
$45.9K 0.01%
1,082
365
$45.9K 0.01%
778
366
$45.8K 0.01%
188
+178
367
$45.7K 0.01%
169
-81
368
$45.4K 0.01%
159
-17
369
$45.4K 0.01%
1,402
+908
370
$45K 0.01%
251
+141
371
$45K 0.01%
100
+94
372
$44.8K 0.01%
73
+45
373
$44.7K 0.01%
786
+101
374
$44.7K 0.01%
102
+51
375
$44.5K 0.01%
169
+63
13 14
15
16 17