We are live on ! Find out more
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
51
$1.56M 0.17%
17,389
52
$1.55M 0.17%
20,645
53
$1.5M 0.16%
12,500
-150
54
$1.48M 0.16%
50,054
+20,557
55
$1.44M 0.16%
+19,326
56
$1.34M 0.15%
19,403
+1,984
57
$1.29M 0.14%
3,784
-3,791
58
$1.26M 0.14%
2,049
59
$1.25M 0.14%
+14,876
60
$1.25M 0.14%
5,252
-5,601
61
$1.24M 0.14%
5,511
-2
62
$1.16M 0.13%
6,621
-6,936
63
$1.14M 0.12%
2,341
-5,293
64
$1.11M 0.12%
2,307
65
$1.11M 0.12%
8,448
66
$1.1M 0.12%
40,266
+57
67
$1.07M 0.12%
4,340
68
$1.06M 0.12%
5,262
69
$1.06M 0.12%
11,090
+24
70
$1.04M 0.11%
5,918
71
$1.04M 0.11%
11,179
72
$1.04M 0.11%
1,361
-673
73
$993K 0.11%
5,061
74
$992K 0.11%
9,611
75
$991K 0.11%
4,461
1 2
3
4 5