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
51
$1.44M 0.51%
16,807
-321
52
$1.44M 0.51%
+70,100
53
$1.33M 0.47%
20,075
+2,556
54
$1.33M 0.47%
+97,460
55
$1.3M 0.46%
+11,078
56
$1.25M 0.44%
7,535
-1,669
57
$1.21M 0.43%
23,458
-3,805
58
$1.18M 0.42%
15,780
+4,103
59
$1.17M 0.41%
75,270
-15,810
60
$1.13M 0.4%
106,489
-12,580
61
$1.09M 0.39%
+41,259
62
$1M 0.36%
50,092
-21,919
63
$995K 0.35%
+80,957
64
$971K 0.34%
47,508
-5,922
65
$957K 0.34%
6,746
-1,275
66
$954K 0.34%
13,808
+5,531
67
$950K 0.34%
14,985
-4,506
68
$910K 0.32%
10,903
-25,079
69
$892K 0.32%
+15,702
70
$887K 0.31%
22,857
-6,001
71
$885K 0.31%
9,431
-274
72
$884K 0.31%
11,978
-695
73
$854K 0.3%
31,625
+7,655
74
$838K 0.3%
24,370
+9,114
75
$824K 0.29%
+27,365
1 2
3
4 5