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
$328M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$4.73M
2 +$2.61M
3 +$1.36M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$170M 51.83%
456,008
-12,669
2
$101M 30.7%
1,053,556
-27,314
3
$57.3M 17.47%
521,697
-12,362