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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
$686M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.3M
3
+$7.41M
4
GLD icon
SPDR Gold Trust
GLD
+$6.18M
5
COIN icon
Coinbase
COIN
+$5.29M

Top Sells

1
+$4.52M
2
+$3.01M
3
+$2.96M
4
EGP icon
EastGroup Properties
EGP
+$2.52M
5
MTD icon
Mettler-Toledo International
MTD
+$2.15M

Sector Composition

1 Industrials 9.36%
2 Technology 9%
3 Financials 5.15%
4 Healthcare 4.06%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-13,320
402
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-1,742
403
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-2,410
404
– –
-2,731
405
– –
-49,268
406
– –
-2,213
407
– –
-3,750
408
– –
-35,890
409
– –
-1,338
410
– –
-26,553
411
– –
-2,376
412
– –
-1,022
413
– –
-2,382
414
– –
-4,577
415
– –
-1,793
13 14 15 16
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