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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
201
$489K 0.05%
6,900
202
$489K 0.05%
11,241
203
$488K 0.05%
8,576
204
$483K 0.05%
5,759
205
$483K 0.05%
4,200
206
$482K 0.05%
1,964
207
$481K 0.05%
964
208
$479K 0.05%
4,699
209
$479K 0.05%
21,714
210
$478K 0.05%
5,333
211
$478K 0.05%
2,291
212
$477K 0.05%
3,524
213
$476K 0.05%
9,939
214
$476K 0.05%
1,966
+1
215
$475K 0.05%
17,820
216
$473K 0.05%
39,581
217
$472K 0.05%
5,336
218
$472K 0.05%
9,624
219
$470K 0.05%
688
-4
220
$470K 0.05%
3,947
221
$468K 0.05%
505
222
$465K 0.05%
1,092
223
$464K 0.05%
3,503
224
$462K 0.05%
3,317
225
$462K 0.05%
258
-379
7 8
9
10 11