CG

Cynosure Group Portfolio holdings

AUM $913M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.17M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 40.59%
2 Financials 23.63%
3 Technology 4.34%
4 Consumer Discretionary 2.64%
5 Healthcare 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$750K 0.34%
+6,645
27
$749K 0.34%
5,495
+2,195
28
$749K 0.34%
+4,902
29
$741K 0.34%
+5,308
30
$735K 0.34%
+5,277
31
$734K 0.34%
+3,534
32
$686K 0.32%
+2,336
33
$665K 0.31%
+12,144
34
$654K 0.3%
+5,164
35
$653K 0.3%
+13,639
36
$616K 0.28%
+5,386
37
$611K 0.28%
+16,581
38
$598K 0.27%
+3,425
39
$586K 0.27%
+3,036
40
$567K 0.26%
+5,168
41
$563K 0.26%
+10,447
42
$556K 0.26%
+13,524
43
$542K 0.25%
+11,038
44
$539K 0.25%
12,550
45
$537K 0.25%
+4,312
46
$536K 0.25%
+1,831
47
$530K 0.24%
+12,097
48
$528K 0.24%
+6,029
49
$517K 0.24%
+6,307
50
$495K 0.23%
+2,959
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