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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
326
$341K 0.04%
1,661
327
$337K 0.04%
6,217
328
$337K 0.04%
3,710
329
$336K 0.04%
15,924
330
$334K 0.04%
3,556
331
$329K 0.04%
814
332
$328K 0.04%
5,033
333
$328K 0.04%
2,892
334
$328K 0.04%
344
-6
335
$327K 0.04%
1,479
336
$325K 0.04%
2,011
337
$323K 0.04%
4,181
338
$316K 0.03%
4,690
339
$314K 0.03%
8,001
340
$311K 0.03%
2,988
341
$306K 0.03%
+2,188
342
$301K 0.03%
25,730
-24
343
$300K 0.03%
9,998
344
$300K 0.03%
9,527
345
$297K 0.03%
663
346
$296K 0.03%
931
347
$285K 0.03%
3,000
348
$284K 0.03%
7,181
349
$284K 0.03%
+21,116
350
$283K 0.03%
3,387
12 13
14
15 16