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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
876
$6.65K ﹤0.01%
279
-40
877
$6.63K ﹤0.01%
429
+289
878
$6.62K ﹤0.01%
283
+2
879
$6.57K ﹤0.01%
125
-2
880
$6.55K ﹤0.01%
141
+132
881
$6.55K ﹤0.01%
105
+4
882
$6.46K ﹤0.01%
20
+11
883
$6.43K ﹤0.01%
30
+8
884
$6.39K ﹤0.01%
73
885
$6.38K ﹤0.01%
364
+18
886
$6.38K ﹤0.01%
33
+20
887
$6.37K ﹤0.01%
205
888
$6.34K ﹤0.01%
120
+47
889
$6.32K ﹤0.01%
+140
890
$6.29K ﹤0.01%
264
+208
891
$6.25K ﹤0.01%
+63
892
$6.23K ﹤0.01%
+63
893
$6.21K ﹤0.01%
264
+178
894
$6.19K ﹤0.01%
68
-93
895
$6.18K ﹤0.01%
467
+404
896
$6.16K ﹤0.01%
110
897
$6.14K ﹤0.01%
102
+56
898
$6.12K ﹤0.01%
203
+138
899
$6.07K ﹤0.01%
62
+55
900
$6.03K ﹤0.01%
49
34 35
36
37 38