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
$425M
AUM Growth
-$23.1M
(-5.2%)
Holding
263
Top Buys
| 1 | +$4.3M | |
| 2 | +$3.92M | |
| 3 | +$3.49M | |
| 4 |
JPMorgan Chase
JPM
|
+$3.41M |
| 5 |
NFJ
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
|
+$3.35M |
Top Sells
| 1 | +$5.88M | |
| 2 | +$4.71M | |
| 3 | +$3.93M | |
| 4 |
CTR
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
|
+$3.3M |
| 5 |
Cohen & Steers Quality Income Realty Fund
RQI
|
+$3.27M |
Sector Composition
| 1 | Financials | 10.34% |
| 2 | Healthcare | 9.02% |
| 3 | Technology | 7.89% |
| 4 | Communication Services | 7.58% |
| 5 | Industrials | 5.52% |