CP
Cornerstone Planning Portfolio holdings
AUM
$431M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$431M
AUM Growth
–
Holding
131
Top Buys
| 1 | +$23.5M | |
| 2 | +$19.5M | |
| 3 | +$14.8M | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$14.4M |
| 5 |
NVIDIA
NVDA
|
+$13.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.62% |
| 2 | Financials | 9.37% |
| 3 | Communication Services | 5.63% |
| 4 | Healthcare | 5.31% |
| 5 | Consumer Staples | 4.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Air Lease Corp
AL
$7.28B
| $231K | 0.05% |
+3,600
|
|
||
127
Kinder Morgan
KMI
$73.8B
| $231K | 0.05% |
+8,400
|
|
||
128
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.45B
| $225K | 0.05% |
+2,661
|
|
||
129
State Street SPDR S&P Biotech ETF
XBI
$7.74B
| $224K | 0.05% |
+1,834
|
|
||
130
McKesson
MCK
$105B
| $206K | 0.05% |
+251
|
|
||
131
Vertex Pharmaceuticals
VRTX
$110B
| $204K | 0.05% |
+450
|
|