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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
176
$511K 0.06%
2,207
-30
177
$511K 0.06%
898
178
$511K 0.06%
4,020
179
$510K 0.06%
6,910
180
$510K 0.06%
3,008
181
$509K 0.06%
4,843
182
$509K 0.06%
6,481
183
$508K 0.06%
1,392
184
$507K 0.06%
896
-1
185
$506K 0.06%
2,832
186
$506K 0.05%
14,293
187
$506K 0.05%
2,558
188
$505K 0.05%
4,161
189
$505K 0.05%
11,200
-6
190
$505K 0.05%
1,063
191
$505K 0.05%
1,564
192
$504K 0.05%
7,736
193
$504K 0.05%
5,498
194
$503K 0.05%
5,737
-9,035
195
$502K 0.05%
2,325
196
$500K 0.05%
1,905
197
$493K 0.05%
991
198
$492K 0.05%
1,402
199
$491K 0.05%
1,578
-4,203
200
$489K 0.05%
8,507
-9,000
6 7
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