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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
151
$550K 0.06%
235
152
$548K 0.06%
5,040
153
$548K 0.06%
5,869
+8
154
$548K 0.06%
3,338
155
$546K 0.06%
4,133
156
$542K 0.06%
+8,635
157
$538K 0.06%
5,321
158
$536K 0.06%
17,982
-17,018
159
$535K 0.06%
1,292
-1,129
160
$532K 0.06%
+3,429
161
$531K 0.06%
1,359
162
$531K 0.06%
8,340
163
$527K 0.06%
3,643
164
$525K 0.06%
19,400
165
$522K 0.06%
2,544
166
$522K 0.06%
24,523
167
$521K 0.06%
2,398
168
$520K 0.06%
482
169
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170
$519K 0.06%
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171
$516K 0.06%
1,494
-7,604
172
$515K 0.06%
9,729
173
$514K 0.06%
2,793
174
$514K 0.06%
2,628
175
$513K 0.06%
15,228
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