CFP
Cornerstone Financial Partners Portfolio holdings
AUM
$306M
1-Year Return
18.7%
This Quarter Return
+2.43%
1 Year Return
+18.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$282M
AUM Growth
+$23.7M
(+9.2%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
6.41%
Top 10 Holdings %
Top 10 Hldgs %
38.33%
Holding
187
New
41
Increased
53
Reduced
63
Closed
25
Top Buys
Top Sells
| 1 |
SPDR Dow Jones REIT ETF
RWR
|
$3.66M |
| 2 |
JPMorgan Chase
JPM
|
$2.84M |
| 3 |
SPDR S&P Metals & Mining ETF
XME
|
$2.41M |
| 4 |
DRR
Market Vectors Double Short Euro ETN
DRR
|
$2.4M |
| 5 |
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% |
