CP
Cornerstone Planning Portfolio holdings
AUM
$262M
This Quarter Return
+1.45%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$262M
AUM Growth
–
Cap. Flow
+$262M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.01%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$22.4M |
| 2 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$17.9M |
| 3 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$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% |
