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
$286M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.21M
3
+$3.95M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.64M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.27M

Top Sells

1
+$4.88M
2
+$2.5M
3
+$2.44M
4
SYY icon
Sysco
SYY
+$2.42M
5
ITB icon
iShares US Home Construction ETF
ITB
+$2.28M

Sector Composition

1 Technology 6.94%
2 Financials 5.42%
3 Healthcare 4.68%
4 Communication Services 4.43%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
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