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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
101
$716K 0.08%
7,047
102
$715K 0.08%
9,657
103
$709K 0.08%
3,286
104
$699K 0.08%
14,700
105
$697K 0.08%
1,639
106
$691K 0.08%
7,161
+25
107
$687K 0.07%
459
108
$675K 0.07%
6,654
109
$672K 0.07%
1,732
-1
110
$671K 0.07%
9,659
111
$669K 0.07%
+11,152
112
$647K 0.07%
8,646
113
$632K 0.07%
14,719
114
$624K 0.07%
4,390
115
$621K 0.07%
3,790
116
$620K 0.07%
9,260
117
$618K 0.07%
15,797
118
$614K 0.07%
8,975
119
$613K 0.07%
9,307
120
$611K 0.07%
664
121
$610K 0.07%
3,341
122
$609K 0.07%
1,532
123
$609K 0.07%
+7,565
124
$607K 0.07%
6,996
125
$606K 0.07%
2,307
-2,157
3 4
5
6 7