CFP
Cornerstone Financial Partners Portfolio holdings
AUM
$306M
1-Year Return
18.7%
This Quarter Return
+4.84%
1 Year Return
+18.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
-$13.3M
(-4.3%)
Cap. Flow
-$24.7M
Cap. Flow
% of AUM
-8.26%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
184
New
27
Increased
43
Reduced
70
Closed
42
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.7M |
| 2 |
Rio Tinto
RIO
|
$3.97M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$3.15M |
| 4 |
LM
Legg Mason, Inc.
LM
|
$2.81M |
| 5 |
Steel Dynamics
STLD
|
$2.26M |
Top Sells
Sector Composition
| 1 | Technology | 10.24% |
| 2 | Consumer Discretionary | 6.15% |
| 3 | Financials | 6.05% |
| 4 | Energy | 5.48% |
| 5 | Materials | 3.51% |
