We are live on
!
Find out more
CSA
Cornerstone Select Advisors Portfolio holdings
AUM
$160M
1-Year Est. Return
46.79%
This Fund
S&P 500
1 Year Est. Return
+46.79%
AUM
$160M
AUM Growth
+$15.6M
(+11%)
Holding
135
Top Buys
| 1 | +$2.21M | |
| 2 | +$1.21M | |
| 3 | +$1.02M | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$952K |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$852K |
Top Sells
| 1 | +$450K | |
| 2 | +$288K | |
| 3 | +$272K | |
| 4 |
Uber
UBER
|
+$246K |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
+$243K |
Sector Composition
| 1 | Technology | 39.75% |
| 2 | Healthcare | 10.55% |
| 3 | Energy | 9.6% |
| 4 | Financials | 9.08% |
| 5 | Industrials | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.84T
| $8.85M | 5.54% |
28,592
+5
|
|
||
2
NVIDIA
NVDA
$5.01T
| $7.32M | 4.58% |
41,959
-2,451
|
|
||
3
Lam Research
LRCX
$406B
| $5.01M | 3.13% |
23,427
+520
|
|
||
4
Apple
AAPL
$4.28T
| $4.45M | 2.78% |
17,520
+505
|
|
||
5
Micron Technology
MU
$1.03T
| $4.42M | 2.77% |
13,094
+653
|
|
||
6
Chevron
CVX
$372B
| $4.12M | 2.58% |
19,900
-545
|
|
||
7
AT&T
T
$157B
| $3.84M | 2.4% |
132,446
+1,907
|
|
||
8
Cardinal Health
CAH
$49.6B
| $3.58M | 2.24% |
16,927
+759
|
|
||
9
KLA
KLAC
$278B
| $3.48M | 2.18% |
2,361
-12
|
|
||
10
Vertiv
VRT
$111B
| $3.42M | 2.14% |
13,657
+999
|
|
||
11
Palantir
PLTR
$316B
| $3.11M | 1.95% |
21,269
+2,139
|
|
||
12
Bank of America
BAC
$384B
| $3.11M | 1.95% |
63,785
+1,444
|
|
||
13
Ares Capital
ARCC
$13.6B
| $2.95M | 1.85% |
163,540
+9,015
|
|
||
14
Merck
MRK
$296B
| $2.74M | 1.71% |
22,761
+988
|
|
||
15
Microsoft
MSFT
$3T
| $2.66M | 1.66% |
7,173
-81
|
|
||
16
Valero Energy
VLO
$75B
| $2.6M | 1.63% |
10,531
+40
|
|
||
17
Shell
SHEL
$237B
| $2.59M | 1.62% |
27,809
-304
|
|
||
18
Enterprise Products Partners
EPD
$80.7B
| $2.52M | 1.58% |
66,681
+2,951
|
|
||
19
Cisco
CSCO
$471B
| $2.49M | 1.56% |
32,054
-64
|
|
||
20
AbbVie
ABBV
$399B
| $2.45M | 1.53% |
11,249
+328
|
|
||
21
Verizon
VZ
$191B
| $2.41M | 1.51% |
48,046
-784
|
|
||
22
Amazon
AMZN
$2.64T
| $2.4M | 1.5% |
11,502
+1,014
|
|
||
23
Walmart Inc
WMT
$945B
| $2.33M | 1.46% |
18,762
+422
|
|
||
24
L3Harris
LHX
$56.9B
| $2.18M | 1.36% |
6,314
+58
|
|
||
25
Gilead Sciences
GILD
$156B
| $2.17M | 1.36% |
15,604
+1,270
|
|