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
$299M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.97M
3
+$3.15M
4
LM
Legg Mason, Inc.
LM
+$2.81M
5
STLD icon
Steel Dynamics
STLD
+$2.26M

Top Sells

1
+$8.97M
2
+$6.33M
3
+$6.14M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$5.97M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.49M

Sector Composition

1 Technology 10.24%
2 Consumer Discretionary 6.15%
3 Financials 6.05%
4 Energy 5.48%
5 Materials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
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