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CG

Cynosure Group Portfolio holdings

AUM $800M
1-Year Est. Return 16.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$921M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.58M
3
+$4.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.53M
5
MSFT icon
Microsoft
MSFT
+$4.14M

Top Sells

1
+$3.36M
2
+$2.46M
3
+$2.46M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
GE icon
GE Aerospace
GE
+$2.08M

Sector Composition

1 Industrials 7.8%
2 Technology 7.22%
3 Financials 5.03%
4 Consumer Discretionary 3.46%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$460K 0.05%
2,257
-28
227
$459K 0.05%
19,242
228
$458K 0.05%
13,330
-1
229
$457K 0.05%
3,421
230
$454K 0.05%
2,292
231
$452K 0.05%
2,598
232
$451K 0.05%
3,385
+85
233
$451K 0.05%
2,008
234
$451K 0.05%
1,727
235
$448K 0.05%
735
-1
236
$448K 0.05%
17,300
237
$447K 0.05%
3,156
238
$444K 0.05%
2,780
-4,645
239
$444K 0.05%
5,316
240
$443K 0.05%
3,652
241
$442K 0.05%
6,349
242
$439K 0.05%
2,622
243
$438K 0.05%
1,770
244
$437K 0.05%
2,937
-3
245
$437K 0.05%
901
246
$436K 0.05%
11,800
247
$435K 0.05%
3,381
-5,959
248
$435K 0.05%
1,450
249
$433K 0.05%
1,315
250
$431K 0.05%
4,926
8 9
10
11 12