CA

Cynosure Advisors Portfolio holdings

AUM $238M
1-Year Est. Return 4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.86M
3 +$1.63M
4
CHRW icon
C.H. Robinson
CHRW
+$1.62M
5
STI
SunTrust Banks, Inc.
STI
+$1.6M

Top Sells

1 +$1.32M
2 +$1.22M
3 +$987K
4
CSCO icon
Cisco
CSCO
+$973K
5
WMT icon
Walmart Inc
WMT
+$851K

Sector Composition

1 Financials 33.7%
2 Industrials 31.62%
3 Technology 5.02%
4 Healthcare 4.85%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$179K 0.05%
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