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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
1301
$1.02K ﹤0.01%
26
+17
1302
$1.02K ﹤0.01%
6
1303
$1.02K ﹤0.01%
13
-17
1304
$1.02K ﹤0.01%
132
1305
$1.01K ﹤0.01%
+16
1306
$1K ﹤0.01%
27
+1
1307
$1K ﹤0.01%
18
+13
1308
$999 ﹤0.01%
45
+1
1309
$997 ﹤0.01%
25
-53
1310
$997 ﹤0.01%
447
+348
1311
$995 ﹤0.01%
33
-20
1312
$994 ﹤0.01%
303
1313
$984 ﹤0.01%
50
1314
$972 ﹤0.01%
5
-111
1315
$969 ﹤0.01%
18
1316
$967 ﹤0.01%
11
-210
1317
$967 ﹤0.01%
14
-15
1318
$964 ﹤0.01%
19
+2
1319
$955 ﹤0.01%
6
+2
1320
$954 ﹤0.01%
35
-17
1321
$953 ﹤0.01%
33
-2,101
1322
$951 ﹤0.01%
+11
1323
$949 ﹤0.01%
11
-263
1324
$945 ﹤0.01%
5
+1
1325
$945 ﹤0.01%
14
51 52
53
54 55