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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
1176
$1.86K ﹤0.01%
48
+3
1177
$1.83K ﹤0.01%
13
-17
1178
$1.83K ﹤0.01%
44
+19
1179
$1.83K ﹤0.01%
+67
1180
$1.83K ﹤0.01%
19
-3
1181
$1.82K ﹤0.01%
42
+38
1182
$1.82K ﹤0.01%
60
+11
1183
$1.81K ﹤0.01%
130
-435
1184
$1.8K ﹤0.01%
13
-13
1185
$1.79K ﹤0.01%
+20
1186
$1.79K ﹤0.01%
54
+48
1187
$1.78K ﹤0.01%
40
1188
$1.77K ﹤0.01%
39
+2
1189
$1.77K ﹤0.01%
21
+12
1190
$1.76K ﹤0.01%
57
-13
1191
$1.75K ﹤0.01%
175
+163
1192
$1.75K ﹤0.01%
35
+30
1193
$1.75K ﹤0.01%
66
-116
1194
$1.75K ﹤0.01%
22
-156
1195
$1.74K ﹤0.01%
5
1196
$1.73K ﹤0.01%
19
+9
1197
$1.72K ﹤0.01%
27
1198
$1.7K ﹤0.01%
28
+4
1199
$1.69K ﹤0.01%
606
-30
1200
$1.69K ﹤0.01%
7
-2
46 47
48
49 50