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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
426
$34.9K 0.01%
+1,500
427
$34.9K 0.01%
1,014
+393
428
$34.8K 0.01%
381
+278
429
$34.5K 0.01%
363
+229
430
$34.4K 0.01%
160
+142
431
$34.2K 0.01%
273
+269
432
$34K 0.01%
144
+124
433
$33.7K 0.01%
65
+54
434
$33.3K 0.01%
589
+102
435
$33.3K 0.01%
241
+233
436
$33.3K 0.01%
384
+311
437
$33.3K 0.01%
228
+164
438
$33.2K 0.01%
173
+162
439
$32.8K 0.01%
118
+53
440
$32.8K 0.01%
400
+397
441
$32.7K 0.01%
325
-226
442
$32.7K 0.01%
311
+152
443
$32.5K 0.01%
268
+243
444
$32.5K 0.01%
121
+4
445
$32.2K 0.01%
982
+786
446
$32.1K 0.01%
+276
447
$31.9K 0.01%
154
-44
448
$31.9K 0.01%
283
+282
449
$31.8K 0.01%
1,597
+1,033
450
$31.8K 0.01%
627
+8
16 17
18
19 20