CRG

Cornerstone Retirement Group Portfolio holdings

AUM $350M
1-Year Est. Return 8.07%
This Quarter Est. Return
1 Year Est. Return
+8.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$6.54M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$266M 55.48%
2,411,231
+94,060
2
$214M 44.52%
487,105
+14,892