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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
$85M
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.48K

Top Sells

1
+$8.93M
2
+$7.23M
3
+$4.82M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.62M
5
AAPL icon
Apple
AAPL
+$3.72M

Sector Composition

1 Industrials 49.64%
2 Financials 18.55%
3 Communication Services 8.22%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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35
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36
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37
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38
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39
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