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CPG
Cornerstone Planning Group Portfolio holdings
AUM
$749M
1-Year Est. Return
17.99%
This Fund
S&P 500
1 Year Est. Return
+17.99%
AUM
$641M
AUM Growth
+$16.9M
(+2.7%)
Holding
1,869
Top Buys
| 1 | +$41.8M | |
| 2 | +$41.5M | |
| 3 | +$14.2M | |
| 4 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$12.8M |
| 5 |
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
|
+$12.5M |
Top Sells
| 1 | +$111M | |
| 2 | +$74.7M | |
| 3 | +$71.3M | |
| 4 |
SCHW
Charles Schwab
SCHW
|
+$31M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$21.3M |
Sector Composition
| 1 | Technology | 3.54% |
| 2 | Financials | 1.71% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Communication Services | 0.79% |
| 5 | Healthcare | 0.73% |
