CG

Cynosure Group Portfolio holdings

AUM $913M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14.2M
3 +$14.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.4M

Top Sells

1 +$1.89M
2 +$387K
3 +$172K
4
WBD icon
Warner Bros
WBD
+$65.3K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$34.8K

Sector Composition

1 Industrials 15.26%
2 Technology 11.48%
3 Financials 10.03%
4 Healthcare 3.14%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$212K 0.06%
+2,139
127
$71.1K 0.02%
+1,031
128
$63.5K 0.02%
+23,269