CA
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CYNOSURE ADVISORS, LLC13F | |
CYNOSURE ADVISORS, LLC | |
Last update 2018-11-14 | 13 Stocks (0 new) |
Value $238.00 Mil | Turnover 10 % |
Portfolio Report |
CYNOSURE ADVISORS, LLC Top Holdings of 2018-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WFC | Wells Fargo & Co | 1,713,474 | 90060.000 | +18.87% | 37.770 | +6.00% | 0.050 | -5.56% | +11.16% | 182476.123 | Banks | |
GE | General Electric Co | 640,375 | 57839.000 | +17.80% | 24.260 | +3.66% | 0.460 | +18.73% | +86.65% | 205292.605 | Aerospace & Defense | |
UNP | Union Pacific Corp | 272,186 | 44320.000 | -17.87% | 18.590 | -2.28% | 0.040 | +10.15% | +1.58% | 149558.018 | Transportation | |
VEA | Vanguard FTSE Developed Markets ETF | 334,318 | 14466.000 | 0% | 6.070 | 0% | 0.010 | +5.16% | +8.87% | 137553.908 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 243,387 | 9979.000 | 0% | 4.190 | 0% | 0.010 | +6.81% | +13.80% | 80979.859 | ||
IJH | iShares Core S&P Mid-Cap ETF | 241,575 | 9725.000 | 0% | 4.080 | 0% | 0.020 | +5.69% | +11.24% | 89736.088 | ||
IJR | iShares Core S&P Small-Cap ETF | 52,589 | 4588.000 | 0% | 1.920 | 0% | 0.010 | +9.22% | +6.19% | 84711.940 | ||
IVV | iShares Core S&P 500 ETF | 11,285 | 3303.000 | 0% | 1.390 | 0% | 0.000 | +4.56% | +19.90% | 528160.585 | ||
IWR | iShares Russell Mid-Cap ETF | 23,152 | 1276.000 | 0% | 0.540 | 0% | 0.000 | +7.39% | +12.05% | 36284.888 | ||
EFA | iShares MSCI EAFE ETF | 16,491 | 1121.000 | 0% | 0.470 | 0% | 0.000 | +4.89% | +9.64% | 57596.280 |
CYNOSURE ADVISORS, LLC's Historical Top Holdings Breakdowns
CYNOSURE ADVISORS, LLC Total Holding History ($B)
CYNOSURE ADVISORS, LLC's Asset Allocation
CYNOSURE ADVISORS, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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CYNOSURE ADVISORS, LLC's Hypothetical Growth since 2018-09-30
CYNOSURE ADVISORS, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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CYNOSURE ADVISORS, LLC's Holdings Heat Map
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CYNOSURE ADVISORS, LLC's Holdings Bubble Chart
CYNOSURE ADVISORS, LLC News
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