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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
1151
$2.09K ﹤0.01%
30
-78
1152
$2.08K ﹤0.01%
9
-10
1153
$2.08K ﹤0.01%
94
+1
1154
$2.06K ﹤0.01%
88
+1
1155
$2.05K ﹤0.01%
40
1156
$2.03K ﹤0.01%
133
+67
1157
$2.03K ﹤0.01%
200
+195
1158
$2.02K ﹤0.01%
199
+111
1159
$2.02K ﹤0.01%
4
1160
$2.01K ﹤0.01%
361
+355
1161
$2K ﹤0.01%
+41
1162
$2K ﹤0.01%
68
+61
1163
$1.99K ﹤0.01%
14
+8
1164
$1.97K ﹤0.01%
46
1165
$1.97K ﹤0.01%
11
1166
$1.94K ﹤0.01%
289
-114
1167
$1.94K ﹤0.01%
191
+180
1168
$1.9K ﹤0.01%
+33
1169
$1.89K ﹤0.01%
170
+155
1170
$1.89K ﹤0.01%
30
+18
1171
$1.89K ﹤0.01%
59
-170
1172
$1.87K ﹤0.01%
27
-544
1173
$1.87K ﹤0.01%
10
1174
$1.86K ﹤0.01%
24
1175
$1.86K ﹤0.01%
+10
45 46
47
48 49