CP
Cornerstone Planning Portfolio holdings
AUM
$262M
1 Year Est. Return
–
AUM
$262M
AUM Growth
–
Holding
112
Top Buys
| 1 | +$22.4M | |
| 2 | +$17.9M | |
| 3 | +$17.3M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$13.3M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Realty Income
O
$51.5B
| $350K | 0.13% |
+6,550
|
|
||
102
RTX Corp
RTX
$249B
| $346K | 0.13% |
+2,993
|
|
||
103
Palantir
PLTR
$463B
| $332K | 0.13% |
+4,396
|
|
||
|
GAM
104
General American Investors Company
GAM
$1.37B
| $328K | 0.13% |
+6,435
|
|
||
105
Genuine Parts
GPC
$17.2B
| $311K | 0.12% |
+2,660
|
|
||
106
Morgan Stanley
MS
$285B
| $290K | 0.11% |
+2,308
|
|
||
107
iShares S&P 500 Growth ETF
IVW
$70.7B
| $282K | 0.11% |
+2,781
|
|
||
108
iShares S&P Small-Cap 600 Value ETF
IJS
$6.79B
| $281K | 0.11% |
+2,583
|
|
||
109
iShares Gold Trust
IAU
$70.9B
| $271K | 0.1% |
+5,465
|
|
||
110
General Dynamics
GD
$92.9B
| $241K | 0.09% |
+915
|
|
||
111
Lockheed Martin
LMT
$112B
| $237K | 0.09% |
+488
|
|
||
112
iShares Core S&P 500 ETF
IVV
$738B
| $210K | 0.08% |
+357
|
|