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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
76
$975K 0.11%
23,202
77
$971K 0.11%
8,439
78
$964K 0.1%
4,494
79
$962K 0.1%
7,767
80
$953K 0.1%
7,844
81
$935K 0.1%
2,497
-20
82
$921K 0.1%
5,331
83
$869K 0.09%
1,987
-1
84
$868K 0.09%
8,737
85
$860K 0.09%
41,794
86
$849K 0.09%
12,617
-6
87
$832K 0.09%
2,780
88
$828K 0.09%
2,982
-1
89
$826K 0.09%
1,125
+41
90
$824K 0.09%
1,854
-14
91
$820K 0.09%
1,720
-2,711
92
$797K 0.09%
17,734
-18,198
93
$771K 0.08%
39,123
-6,596
94
$768K 0.08%
5,268
95
$754K 0.08%
2,285
-28
96
$752K 0.08%
4,085
97
$749K 0.08%
1,043
98
$736K 0.08%
11,282
-10,253
99
$733K 0.08%
1,021
100
$720K 0.08%
2,323
2 3
4
5 6