CG

Cynosure Group Portfolio holdings

AUM $983M
1-Year Est. Return 12.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$13.3M
3
+$5.6M
4
UNH icon
UnitedHealth
UNH
+$3.19M
5
GE icon
GE Aerospace
GE
+$2.87M

Top Sells

1
+$4.97M
2
+$2.45M
3
+$2.32M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.28M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.15M

Sector Composition

1 Industrials 8.85%
2 Technology 7.95%
3 Financials 5.85%
4 Healthcare 2.92%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$206K 0.02%
+736
377
$24.3K ﹤0.01%
33,940
378
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391
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392
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398
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399
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