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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
276
$403K 0.04%
829
-845
277
$403K 0.04%
7,098
278
$402K 0.04%
2,854
279
$402K 0.04%
1,297
280
$402K 0.04%
4,905
281
$398K 0.04%
1,418
282
$397K 0.04%
3,390
283
$396K 0.04%
3,762
284
$394K 0.04%
2,370
285
$393K 0.04%
1,640
286
$392K 0.04%
1,689
287
$391K 0.04%
5,328
+2,384
288
$391K 0.04%
2,357
289
$389K 0.04%
2,417
290
$389K 0.04%
685
291
$387K 0.04%
847
-1
292
$386K 0.04%
4,585
293
$384K 0.04%
18,609
294
$384K 0.04%
769
295
$383K 0.04%
10,100
296
$380K 0.04%
288
297
$379K 0.04%
2,260
298
$378K 0.04%
875
299
$376K 0.04%
3,766
300
$375K 0.04%
11,352
10 11
12
13 14