Portfolio (Quarterly)
Guide ↗
Cynosure Group, LLC
· CIK 0001763409| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 654 | $342K | 0.04% | SOLD |
| 82 | COMP | COMPASS INC | Technology | 45,158 | $330K | 0.04% | SOLD |
| 83 | VUG | VANGUARD INDEX FDS | — | 701 | $306K | 0.04% | SOLD |
| 84 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 3,036 | $302K | 0.04% | SOLD |
| 85 | KO | COCA COLA CO | Consumer Defensive | 3,504 | $267K | 0.03% | SOLD |
| 86 | NOW | SERVICENOW INC | Technology | 2,190 | $229K | 0.03% | SOLD |
| 87 | IT | GARTNER INC | Technology | 1,373 | $217K | 0.03% | SOLD |
| 88 | ACN | ACCENTURE PLC IRELAND | Technology | 1,095 | $217K | 0.03% | SOLD |
| 89 | IWM | ISHARES TR | — | 840 | $208K | 0.03% | SOLD |
Sector Allocation
Financial Services
41.9%
Industrials
20.4%
Technology
15.7%
Utilities
9.7%
Healthcare
5.0%
Communication Services
2.6%
Energy
1.9%
Consumer Cyclical
1.7%
Consumer Defensive
1.2%