CPG

Cornerstone Planning Group Portfolio holdings

AUM $490M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,569
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.36%
2 Financials 1.53%
3 Industrials 0.75%
4 Consumer Discretionary 0.73%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$55.6K 0.02%
+789
177
$54.9K 0.02%
+1,211
178
$54K 0.02%
+1,039
179
$54K 0.02%
+277
180
$53.6K 0.02%
+695
181
$52.9K 0.02%
+1,634
182
$52.7K 0.02%
+334
183
$51.7K 0.02%
+161
184
$51.5K 0.02%
+937
185
$50.9K 0.02%
+149
186
$50.9K 0.02%
+563
187
$50.8K 0.02%
+1,185
188
$49.9K 0.02%
+151
189
$49.9K 0.02%
+407
190
$49.8K 0.02%
+277
191
$49.4K 0.02%
+1,845
192
$49K 0.02%
+217
193
$49K 0.02%
+107
194
$48.8K 0.02%
+1,656
195
$48.7K 0.02%
+117
196
$46.8K 0.02%
+435
197
$46.8K 0.02%
+238
198
$46.6K 0.02%
+1,087
199
$46.1K 0.02%
+2,567
200
$45.8K 0.02%
+515