CG
Cynosure Group Portfolio holdings
AUM
$913M
1-Year Est. Return
13.24%
1 Year Est. Return
+13.24%
AUM
$883M
AUM Growth
+$157M
(+22%)
Holding
401
Top Buys
| 1 | +$56.9M | |
| 2 | +$14.7M | |
| 3 | +$8.4M | |
| 4 |
GE Aerospace
GE
|
+$3.36M |
| 5 |
UnitedHealth
UNH
|
+$2.61M |
Top Sells
| 1 | +$4.97M | |
| 2 | +$2.88M | |
| 3 | +$2.65M | |
| 4 |
Transcat
TRNS
|
+$2.44M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$2.32M |
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 | |
|---|---|---|---|---|---|---|
401
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
| – | – |
-47,578
|
|