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
126
$307K 0.11%
+13,833
127
$303K 0.11%
8,647
-1,292
128
$303K 0.11%
+5,258
129
$300K 0.11%
4,111
+18
130
$296K 0.11%
11,771
-2,591
131
$291K 0.1%
+9,448
132
$289K 0.1%
1,830
-351
133
$287K 0.1%
5,363
-3,560
134
$286K 0.1%
3,613
-16,484
135
$286K 0.1%
10,210
-1,423
136
$275K 0.1%
2,793
-935
137
$269K 0.1%
9,330
-2,432
138
$264K 0.09%
+1,862
139
$261K 0.09%
1,790
+139
140
$254K 0.09%
2,234
-505
141
$253K 0.09%
7,788
+194
142
$245K 0.09%
+6,113
143
$240K 0.09%
19,174
-1,358
144
$238K 0.08%
+25,106
145
$238K 0.08%
4,446
-71
146
$234K 0.08%
+3,369
147
$229K 0.08%
5,981
-26,581
148
$226K 0.08%
3,960
-2,233
149
$225K 0.08%
4,794
-36,865
150
$224K 0.08%
3,560
-567
4 5
6
7 8