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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
351
$283K 0.03%
5,094
352
$282K 0.03%
2,866
353
$281K 0.03%
5,093
354
$277K 0.03%
856
355
$276K 0.03%
+2,004
356
$275K 0.03%
+20,695
357
$270K 0.03%
1,095
358
$260K 0.03%
807
359
$260K 0.03%
10,180
360
$257K 0.03%
10,368
361
$256K 0.03%
3,773
362
$256K 0.03%
4,989
363
$254K 0.03%
3,066
364
$251K 0.03%
421
365
$246K 0.03%
3,176
366
$238K 0.03%
+978
367
$229K 0.02%
3,458
-10
368
$229K 0.02%
6,306
369
$213K 0.02%
1,112
370
$213K 0.02%
+525
371
$213K 0.02%
8,526
+137
372
– –
-3,882
373
– –
-5,302
374
– –
-14,226
375
– –
-4,254
12 13 14
15
16