We are live on
!
Find out more
CA
Cornerstone Advisors Portfolio holdings
AUM
$2.72B
1-Year Est. Return
22.17%
This Fund
S&P 500
1 Year Est. Return
+22.17%
AUM
$404M
AUM Growth
-$8.62M
(-2.1%)
Holding
241
Top Buys
| 1 | +$5.02M | |
| 2 | +$4.8M | |
| 3 | +$3.78M | |
| 4 |
BWG
BrandywineGLOBAL Global Income Opportunities Fund
BWG
|
+$2.78M |
| 5 |
Chevron
CVX
|
+$2.23M |
Top Sells
| 1 | +$7.52M | |
| 2 | +$5.08M | |
| 3 | +$4.82M | |
| 4 |
ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
|
+$2.79M |
| 5 |
Cohen & Steers Infrastructure Fund
UTF
|
+$2.78M |
Sector Composition
| 1 | Financials | 10.67% |
| 2 | Healthcare | 9.31% |
| 3 | Communication Services | 8.99% |
| 4 | Consumer Staples | 5.02% |
| 5 | Industrials | 4.9% |