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
$749M
AUM Growth
+$108M
(+17%)
Holding
1,930
Top Buys
| 1 | +$7.71M | |
| 2 | +$5.99M | |
| 3 | +$4.38M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$4.22M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$4.02M |
Top Sells
| 1 | +$4.35M | |
| 2 | +$3.68M | |
| 3 | +$1.75M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.29M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.16M |
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Financials | 1.65% |
| 3 | Consumer Discretionary | 1.05% |
| 4 | Communication Services | 0.82% |
| 5 | Industrials | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1926
UWM Holdings
UWMC
$1.02B
| – | – |
-303
|
|
||
1927
Vericel Corp
VCEL
$1.66B
| – | – |
-27
|
|
||
1928
VEON
VEON
$3.8B
| – | – |
-34
|
|
||
1929
Vipshop
VIPS
$6.97B
| – | – |
-175
|
|