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
451
$9.74K ﹤0.01%
+294
452
$9.71K ﹤0.01%
+278
453
$9.68K ﹤0.01%
+935
454
$9.66K ﹤0.01%
+76
455
$9.66K ﹤0.01%
+1,226
456
$9.48K ﹤0.01%
+170
457
$9.4K ﹤0.01%
+414
458
$9.28K ﹤0.01%
+26
459
$9.27K ﹤0.01%
+75
460
$9.26K ﹤0.01%
+346
461
$9.15K ﹤0.01%
+520
462
$9.08K ﹤0.01%
+254
463
$9.04K ﹤0.01%
+196
464
$8.84K ﹤0.01%
+50
465
$8.75K ﹤0.01%
+394
466
$8.7K ﹤0.01%
+28
467
$8.69K ﹤0.01%
+100
468
$8.61K ﹤0.01%
+389
469
$8.59K ﹤0.01%
+95
470
$8.59K ﹤0.01%
+103
471
$8.55K ﹤0.01%
+122
472
$8.54K ﹤0.01%
+119
473
$8.53K ﹤0.01%
+275
474
$8.5K ﹤0.01%
+174
475
$8.38K ﹤0.01%
+111