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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
301
$374K 0.04%
2,308
302
$374K 0.04%
5,816
303
$373K 0.04%
2,770
304
$372K 0.04%
1,469
305
$371K 0.04%
1,265
306
$371K 0.04%
2,210
307
$371K 0.04%
5,725
308
$371K 0.04%
700
309
$370K 0.04%
18,777
310
$370K 0.04%
11,820
311
$369K 0.04%
3,920
-5,960
312
$368K 0.04%
704
313
$368K 0.04%
805
314
$366K 0.04%
1,027
-1
315
$360K 0.04%
2,671
316
$360K 0.04%
918
317
$358K 0.04%
7,500
318
$358K 0.04%
2,245
319
$356K 0.04%
18,203
-25,548
320
$356K 0.04%
2,527
321
$353K 0.04%
3,524
322
$347K 0.04%
3,523
323
$343K 0.04%
2,844
324
$342K 0.04%
1,039
325
$341K 0.04%
2,451
11 12
13
14 15