CFP

Cornerstone Financial Partners Portfolio holdings

AUM $306M
1-Year Est. Return 18.7%
This Quarter Est. Return
1 Year Est. Return
+18.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.49M
3
+$4.56M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.4M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.1M

Top Sells

1
+$3.66M
2
+$2.84M
3
+$2.41M
4
DRR
Market Vectors Double Short Euro ETN
DRR
+$2.4M
5
WYNN icon
Wynn Resorts
WYNN
+$2.24M

Sector Composition

1 Communication Services 6.11%
2 Technology 5.69%
3 Financials 5%
4 Healthcare 4.97%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.95%
110,118
-12,566
27
$2.59M 0.92%
17,232
+2,070
28
$2.53M 0.9%
45,257
+9,458
29
$2.51M 0.89%
70,806
+20,718
30
$2.46M 0.87%
64,976
+13,807
31
$2.43M 0.86%
44,822
+10,338
32
$2.42M 0.86%
47,763
+10,955
33
$2.32M 0.82%
13,894
+1,555
34
$2.28M 0.81%
+82,612
35
$2.15M 0.76%
25,538
+6,036
36
$1.96M 0.7%
+75,364
37
$1.85M 0.66%
139,927
+42,510
38
$1.83M 0.65%
7,444
+1,606
39
$1.83M 0.65%
15,920
-9,953
40
$1.82M 0.65%
+20,724
41
$1.81M 0.64%
17,134
+4,716
42
$1.81M 0.64%
15,060
+3,542
43
$1.8M 0.64%
22,680
+16,961
44
$1.73M 0.61%
19,871
+4,505
45
$1.67M 0.59%
15,067
+3,266
46
$1.56M 0.55%
+80,180
47
$1.55M 0.55%
+46,785
48
$1.51M 0.54%
11,617
+2,841
49
$1.46M 0.52%
+31,605
50
$1.46M 0.52%
9,585
+193
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