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
401
$11.2K ﹤0.01%
+187
402
$11K ﹤0.01%
+403
403
$11K ﹤0.01%
+306
404
$11K ﹤0.01%
+59
405
$10.9K ﹤0.01%
+311
406
$10.8K ﹤0.01%
+370
407
$10.8K ﹤0.01%
+205
408
$10.8K ﹤0.01%
+239
409
$10.7K ﹤0.01%
+33
410
$10.7K ﹤0.01%
+141
411
$10.7K ﹤0.01%
+112
412
$10.7K ﹤0.01%
+24
413
$10.6K ﹤0.01%
+23
414
$10.5K ﹤0.01%
+204
415
$10.4K ﹤0.01%
+51
416
$10.4K ﹤0.01%
+72
417
$10.3K ﹤0.01%
+1,120
418
$10.3K ﹤0.01%
+472
419
$10.3K ﹤0.01%
+80
420
$10.3K ﹤0.01%
+93
421
$10.2K ﹤0.01%
+218
422
$10.2K ﹤0.01%
+162
423
$10K ﹤0.01%
+396
424
$9.97K ﹤0.01%
+167
425
$9.92K ﹤0.01%
+132