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
$326M
AUM Growth
-$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.76M
3 +$2.16M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M
5
CPRT icon
Copart
CPRT
+$1.4M

Top Sells

1 +$4.92M
2 +$2.64M
3 +$2.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M
5
GTM
ZoomInfo Technologies
GTM
+$1.74M

Sector Composition

1 Industrials 13.44%
2 Technology 9.5%
3 Financials 8.93%
4 Healthcare 3.58%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,307
152
-1,537
153
-1,793