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
376
$13K 0.01%
+413
377
$12.7K 0.01%
+184
378
$12.7K 0.01%
+144
379
$12.6K 0.01%
+166
380
$12.5K ﹤0.01%
+32
381
$12.5K ﹤0.01%
+122
382
$12.4K ﹤0.01%
+102
383
$12.2K ﹤0.01%
+171
384
$12.2K ﹤0.01%
+52
385
$12.2K ﹤0.01%
+85
386
$12.1K ﹤0.01%
+32
387
$12K ﹤0.01%
+473
388
$12K ﹤0.01%
+53
389
$12K ﹤0.01%
+272
390
$11.8K ﹤0.01%
+53
391
$11.8K ﹤0.01%
+85
392
$11.8K ﹤0.01%
+131
393
$11.8K ﹤0.01%
+484
394
$11.7K ﹤0.01%
+61
395
$11.6K ﹤0.01%
+103
396
$11.6K ﹤0.01%
+118
397
$11.5K ﹤0.01%
+111
398
$11.5K ﹤0.01%
+356
399
$11.4K ﹤0.01%
+100
400
$11.2K ﹤0.01%
+93