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
101
$489K 0.17%
+6,493
102
$486K 0.17%
+10,736
103
$471K 0.17%
31,754
+11,537
104
$468K 0.17%
7,546
-45,794
105
$460K 0.16%
4,616
-36,737
106
$459K 0.16%
21,666
-3,764
107
$457K 0.16%
3,023
-37
108
$448K 0.16%
+3,006
109
$443K 0.16%
3,660
+1,172
110
$434K 0.15%
40,231
-2,750
111
$431K 0.15%
5,210
+62
112
$422K 0.15%
9,943
-18,089
113
$408K 0.14%
+37,019
114
$397K 0.14%
29,076
-37,515
115
$397K 0.14%
7,887
+284
116
$376K 0.13%
5,595
-546
117
$358K 0.13%
+4,175
118
$355K 0.13%
8,632
-914
119
$343K 0.12%
10,508
+20
120
$324K 0.12%
5,511
-886
121
$323K 0.11%
3,033
-548
122
$321K 0.11%
7,700
123
$317K 0.11%
+28,669
124
$316K 0.11%
3,022
-96
125
$314K 0.11%
+15,341
3 4
5
6 7