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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
$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
26
$6.04M 0.66%
25,095
+624
27
$5.38M 0.58%
129,326
+10,359
28
$4.36M 0.47%
13,278
-333
29
$4.29M 0.47%
51,198
30
$4.15M 0.45%
18,903
+8,220
31
$4.04M 0.44%
42,424
+6,104
32
$4.01M 0.44%
12,702
-3,005
33
$3.93M 0.43%
141,884
34
$3.86M 0.42%
52,510
+20,384
35
$3.53M 0.38%
40,380
36
$3.2M 0.35%
22,326
37
$3.06M 0.33%
280,843
38
$2.97M 0.32%
134,969
-26,525
39
$2.93M 0.32%
104,950
+36,299
40
$2.9M 0.31%
6,073
-3,893
41
$2.86M 0.31%
+4,100
42
$2.59M 0.28%
173,159
+16,720
43
$2.57M 0.28%
13,750
-3,097
44
$2.24M 0.24%
8,789
-95
45
$2.1M 0.23%
35,044
+1,269
46
$1.8M 0.2%
20,079
47
$1.75M 0.19%
7,189
+1
48
$1.66M 0.18%
71,193
49
$1.61M 0.17%
18,228
50
$1.59M 0.17%
49,816
+16,190
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