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
426
$11.6K ﹤0.01%
+644
427
$11.6K ﹤0.01%
+149
428
$11.5K ﹤0.01%
+267
429
$11.1K ﹤0.01%
+354
430
$11.1K ﹤0.01%
+77
431
$11.1K ﹤0.01%
+88
432
$11K ﹤0.01%
+216
433
$11K ﹤0.01%
+73
434
$10.9K ﹤0.01%
+483
435
$10.8K ﹤0.01%
+47
436
$10.8K ﹤0.01%
+100
437
$10.8K ﹤0.01%
+52
438
$10.8K ﹤0.01%
+372
439
$10.6K ﹤0.01%
+220
440
$10.6K ﹤0.01%
+212
441
$10.4K ﹤0.01%
+272
442
$10.2K ﹤0.01%
+229
443
$10.1K ﹤0.01%
+58
444
$10K ﹤0.01%
+60
445
$9.91K ﹤0.01%
+117
446
$9.89K ﹤0.01%
+230
447
$9.87K ﹤0.01%
+256
448
$9.87K ﹤0.01%
+30
449
$9.83K ﹤0.01%
+33
450
$9.82K ﹤0.01%
+153