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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
1226
$1.46K ﹤0.01%
+51
1227
$1.46K ﹤0.01%
146
-188
1228
$1.43K ﹤0.01%
16
1229
$1.42K ﹤0.01%
44
1230
$1.42K ﹤0.01%
52
1231
$1.41K ﹤0.01%
+16
1232
$1.41K ﹤0.01%
115
+59
1233
$1.41K ﹤0.01%
235
1234
$1.4K ﹤0.01%
13
+8
1235
$1.38K ﹤0.01%
83
-14
1236
$1.38K ﹤0.01%
17
+12
1237
$1.37K ﹤0.01%
14
1238
$1.37K ﹤0.01%
28
+25
1239
$1.37K ﹤0.01%
5
1240
$1.36K ﹤0.01%
23
1241
$1.36K ﹤0.01%
3
-7
1242
$1.35K ﹤0.01%
61
+47
1243
$1.35K ﹤0.01%
26
+1
1244
$1.35K ﹤0.01%
16
+11
1245
$1.34K ﹤0.01%
14
-223
1246
$1.34K ﹤0.01%
+91
1247
$1.34K ﹤0.01%
16
1248
$1.32K ﹤0.01%
8
1249
$1.32K ﹤0.01%
26
1250
$1.3K ﹤0.01%
71
48 49
50
51 52