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CFP

Cornerstone Financial Partners Portfolio holdings

AUM $306M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$9.69M
2 +$4M
3 +$3.23M
4
SLB icon
SLB Ltd
SLB
+$3.15M
5
T icon
AT&T
T
+$3M

Top Sells

1 +$9.15M
2 +$2.63M
3 +$2.11M
4
PSX icon
Phillips 66
PSX
+$1.83M
5
GM icon
General Motors
GM
+$1.68M

Sector Composition

1 Technology 8.08%
2 Financials 7.9%
3 Energy 6.37%
4 Communication Services 3.33%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LVS icon
126
Las Vegas Sands
LVS
$31.6B
-4,365
NXPI icon
127
NXP Semiconductors
NXPI
$74.2B
-2,779
PCN
128
PIMCO Corporate & Income Strategy Fund
PCN
$877M
-527,558
PSX icon
129
Phillips 66
PSX
$67.6B
-22,152
RCL icon
130
Royal Caribbean
RCL
$86.1B
-4,278
SNCR
131
DELISTED
Synchronoss Technologies
SNCR
-5,699