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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
126
$606K 0.07%
3,395
127
$605K 0.07%
1,949
128
$596K 0.06%
+7,452
129
$595K 0.06%
485
-753
130
$595K 0.06%
+3,565
131
$594K 0.06%
+4,000
132
$592K 0.06%
802
-715
133
$591K 0.06%
11,070
134
$588K 0.06%
10,002
-15,497
135
$587K 0.06%
2,420
-1
136
$587K 0.06%
3,449
137
$582K 0.06%
3,020
138
$581K 0.06%
2,562
-3,956
139
$581K 0.06%
7,165
140
$579K 0.06%
699
141
$574K 0.06%
12,466
142
$573K 0.06%
+7,872
143
$572K 0.06%
8,794
144
$570K 0.06%
10,372
145
$563K 0.06%
3,970
146
$563K 0.06%
2,771
147
$560K 0.06%
10,497
148
$556K 0.06%
5,160
149
$552K 0.06%
3,005
150
$551K 0.06%
473
4 5
6
7 8