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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
701
$12.9K ﹤0.01%
+350
702
$12.8K ﹤0.01%
+313
703
$12.7K ﹤0.01%
72
+49
704
$12.7K ﹤0.01%
486
+35
705
$12.7K ﹤0.01%
195
+2
706
$12.7K ﹤0.01%
+244
707
$12.6K ﹤0.01%
147
+14
708
$12.6K ﹤0.01%
80
+70
709
$12.6K ﹤0.01%
91
-140
710
$12.6K ﹤0.01%
39
+17
711
$12.6K ﹤0.01%
245
712
$12.6K ﹤0.01%
178
+61
713
$12.6K ﹤0.01%
961
+11
714
$12.5K ﹤0.01%
455
+6
715
$12.5K ﹤0.01%
32
716
$12.4K ﹤0.01%
99
+78
717
$12.4K ﹤0.01%
50
718
$12.4K ﹤0.01%
+129
719
$12.4K ﹤0.01%
79
+58
720
$12.3K ﹤0.01%
+187
721
$12.3K ﹤0.01%
+334
722
$12.2K ﹤0.01%
+69
723
$12.2K ﹤0.01%
127
+20
724
$12.1K ﹤0.01%
240
+125
725
$12.1K ﹤0.01%
165
+1
27 28
29
30 31