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
$239M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.76%
2 Financials 1.62%
3 Healthcare 1.01%
4 Industrials 0.77%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$16.6K 0.01%
+402
377
$16.5K 0.01%
+179
378
$16.4K 0.01%
+584
379
$16.3K 0.01%
+896
380
$16.3K 0.01%
+97
381
$16K 0.01%
+307
382
$15.9K 0.01%
+1,279
383
$15.9K 0.01%
+83
384
$15.9K 0.01%
+300
385
$15.8K 0.01%
+33
386
$15.8K 0.01%
+309
387
$15.7K 0.01%
+86
388
$15.7K 0.01%
+85
389
$15.6K 0.01%
+245
390
$15.5K 0.01%
+200
391
$15.3K 0.01%
+522
392
$14.9K 0.01%
+151
393
$14.8K 0.01%
+167
394
$14.7K 0.01%
+36
395
$14.5K 0.01%
+283
396
$14.5K 0.01%
+57
397
$14.5K 0.01%
+66
398
$14.4K 0.01%
+597
399
$14.4K 0.01%
+66
400
$14.3K 0.01%
+242