We are live on ! Find out more
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
251
$430K 0.05%
2,941
-20
252
$430K 0.05%
4,434
-23,945
253
$428K 0.05%
1,752
254
$427K 0.05%
3,785
255
$426K 0.05%
552
256
$426K 0.05%
5,597
257
$425K 0.05%
1,853
258
$421K 0.05%
2,487
259
$420K 0.05%
98
260
$419K 0.05%
6,224
-73
261
$419K 0.05%
992
262
$418K 0.05%
5,460
-9
263
$418K 0.05%
1,257
264
$417K 0.05%
5,523
265
$416K 0.05%
1,351
+4
266
$415K 0.05%
1,283
267
$412K 0.04%
3,495
268
$411K 0.04%
17,978
-9
269
$411K 0.04%
12,621
270
$409K 0.04%
2,030
-21
271
$409K 0.04%
3,163
272
$406K 0.04%
4,574
273
$405K 0.04%
12,132
274
$405K 0.04%
2,759
-2
275
$404K 0.04%
1,721
9 10
11
12 13