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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
1276
$1.13K ﹤0.01%
41
-13
1277
$1.13K ﹤0.01%
22
+4
1278
$1.13K ﹤0.01%
30
-1,186
1279
$1.12K ﹤0.01%
+23
1280
$1.12K ﹤0.01%
9
-27
1281
$1.1K ﹤0.01%
57
-252
1282
$1.1K ﹤0.01%
15
-39
1283
$1.1K ﹤0.01%
28
-5
1284
$1.1K ﹤0.01%
8
-17
1285
$1.09K ﹤0.01%
22
-12
1286
$1.08K ﹤0.01%
12
1287
$1.08K ﹤0.01%
9
1288
$1.06K ﹤0.01%
270
+159
1289
$1.06K ﹤0.01%
8
1290
$1.06K ﹤0.01%
31
1291
$1.05K ﹤0.01%
50
-81
1292
$1.04K ﹤0.01%
12
+9
1293
$1.04K ﹤0.01%
124
1294
$1.04K ﹤0.01%
37
1295
$1.04K ﹤0.01%
136
+135
1296
$1.04K ﹤0.01%
29
+5
1297
$1.04K ﹤0.01%
+25
1298
$1.03K ﹤0.01%
+15
1299
$1.03K ﹤0.01%
14
1300
$1.03K ﹤0.01%
52
50 51
52
53 54