CA

CYNOSURE ADVISORS, LLC

13F
CYNOSURE ADVISORS, LLC
Last update 2018-11-14 13 Stocks (0 new)
Value $238.00 Mil Turnover 10 %
Countries:
Top Holdings:
Portfolio Report
CYNOSURE ADVISORS, LLC Top Holdings of 2018-09-30 View Full List
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)

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CYNOSURE ADVISORS, LLC's Asset Allocation

To

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 %

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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