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
$542K
AUM Growth
-$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$490M
2 +$78.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$301K 55.44%
1,508
-2,458,499
2
$242K 44.56%
1,507
-492,319