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
$258M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.2M
3
+$5.91M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.48M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$5.45M

Top Sells

1
+$20.2M
2
+$16.2M
3
+$13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.08M
5
RQI icon
Cohen & Steers Quality Income Realty Fund
RQI
+$3.02M

Sector Composition

1 Consumer Discretionary 7.59%
2 Technology 7.49%
3 Communication Services 7.33%
4 Healthcare 5.98%
5 Financials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
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