CP

Cornerstone Planning Portfolio holdings

AUM $262M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$17.9M
3 +$17.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.3M
5
NVDA icon
NVIDIA
NVDA
+$8.39M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.05%
2 Financials 7.59%
3 Communication Services 5.89%
4 Healthcare 4.82%
5 Consumer Staples 4.68%