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CAW

Cornerstone Advisors (Washington) Portfolio holdings

AUM $936M
1-Year Est. Return 8.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$5.37M
3
+$4.27M
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$4.09M
5
P
Pandora Media Inc
P
+$1.69M

Top Sells

1
+$8.08M
2
+$298K
3
+$277K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$125K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$76.7K

Sector Composition

1 Consumer Discretionary 17%
2 Technology 10.15%
3 Consumer Staples 10.11%
4 Communication Services 2.81%
5 Financials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
26
+4
427
$2K ﹤0.01%
+26
428
$2K ﹤0.01%
+35
429
$2K ﹤0.01%
+27
430
$2K ﹤0.01%
+12
431
$2K ﹤0.01%
+33
432
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+10
433
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25
+5
434
$2K ﹤0.01%
+23
435
$2K ﹤0.01%
108
436
$2K ﹤0.01%
+52
437
$2K ﹤0.01%
65
438
$2K ﹤0.01%
37
439
$2K ﹤0.01%
+68
440
$2K ﹤0.01%
47
+36
441
$2K ﹤0.01%
114
442
$2K ﹤0.01%
+10
443
$2K ﹤0.01%
31
444
$2K ﹤0.01%
50
445
$2K ﹤0.01%
74
446
$2K ﹤0.01%
102
+78
447
$2K ﹤0.01%
37
448
$2K ﹤0.01%
+84
449
$2K ﹤0.01%
17
450
$2K ﹤0.01%
+30
16 17
18
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