We are live on ! Find out more
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
$299M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.15M
3
+$3.14M
4
LM
Legg Mason, Inc.
LM
+$2.69M
5
STLD icon
Steel Dynamics
STLD
+$2.32M

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
in Stake 		Capital Flow
151
– –
-6,521
152
– –
-2,886
153
– –
-8,059
154
– –
-2,031
155
– –
-5,407
156
– –
-194,145
157
– –
-7,697
158
– –
-4,255
159
– –
-4,446
160
– –
-48,742
161
– –
-4,380
162
– –
-3,469
163
– –
-15,099
164
– –
-1,498
165
– –
-2,526
166
– –
-80,909
167
– –
0
168
– –
-19,910
169
– –
-22,262
170
– –
-3,348
171
– –
-6,384
172
– –
-9,009
173
– –
-3,617
174
– –
-7,700
175
– –
-455,232
4 5 6
7
8