CFP
Cornerstone Financial Partners Portfolio holdings
AUM
$306M
This Quarter Return
+6.3%
1 Year Return
+18.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
–
Cap. Flow
+$271M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.9%
Holding
144
New
144
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$29.9M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$23.8M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$21.6M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$8.77M |
| 5 |
Invesco Preferred ETF
PGX
|
$5.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 9.44% |
| 2 | Technology | 9.05% |
| 3 | Consumer Discretionary | 8.64% |
| 4 | Financials | 7.58% |
| 5 | Communication Services | 5.31% |
