We are live on ! Find out more
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
376
– –
-4,681
377
– –
-1,004
378
– –
-6,585
379
– –
-3,565
380
– –
-1,778
381
– –
-9,176
382
– –
-6,508
383
– –
-33,940
384
– –
-17,960
385
– –
-3,189
386
– –
-3,669
387
– –
-6,406
388
– –
-6,447
389
– –
-2,987
390
– –
-3,932
391
– –
-9,146
392
– –
-3,290
393
– –
-3,472
394
– –
-4,998
395
– –
-4,390
12 13 14 15
16