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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
551
$22.1K ﹤0.01%
1,554
+1,361
552
$21.9K ﹤0.01%
272
+220
553
$21.8K ﹤0.01%
217
+201
554
$21.8K ﹤0.01%
469
+339
555
$21.7K ﹤0.01%
251
+248
556
$21.6K ﹤0.01%
+496
557
$21.5K ﹤0.01%
+1,212
558
$21.4K ﹤0.01%
47
+42
559
$21.3K ﹤0.01%
183
+112
560
$21.3K ﹤0.01%
+90
561
$21.2K ﹤0.01%
124
-2,275
562
$21.2K ﹤0.01%
+122
563
$21.1K ﹤0.01%
83
+67
564
$21.1K ﹤0.01%
256
-135
565
$21.1K ﹤0.01%
572
+550
566
$20.9K ﹤0.01%
36
-4
567
$20.8K ﹤0.01%
126
+64
568
$20.8K ﹤0.01%
+668
569
$20.8K ﹤0.01%
378
+142
570
$20.8K ﹤0.01%
47
-17
571
$20.8K ﹤0.01%
69
+2
572
$20.7K ﹤0.01%
+774
573
$20.6K ﹤0.01%
192
+185
574
$20.5K ﹤0.01%
638
+586
575
$20.5K ﹤0.01%
221
+212
21 22
23
24 25