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

Top Buys

1
+$13.3M
2
+$9.45M
3
+$5.44M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.21M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$5.16M

Top Sells

1
+$19.7M
2
+$15.2M
3
+$12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.93M
5
BLW icon
BlackRock Limited Duration Income Trust
BLW
+$2.77M

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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