CSA
Cornerstone Select Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
38.66%
1 Year Est. Return
+38.66%
AUM
$136M
AUM Growth
+$22.4M
(+20%)
Holding
115
Top Buys
| 1 | +$1.59M | |
| 2 | +$686K | |
| 3 | +$526K | |
| 4 |
Broadcom
AVGO
|
+$513K |
| 5 |
CrowdStrike
CRWD
|
+$506K |
Top Sells
| 1 | +$316K | |
| 2 | +$242K | |
| 3 | +$238K | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$214K |
| 5 |
Pfizer
PFE
|
+$210K |
Sector Composition
| 1 | Technology | 45.12% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 10.15% |
| 4 | Industrials | 7.65% |
| 5 | Energy | 7.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.84T
| $9.44M | 6.94% |
28,611
+1,554
|
|
||
2
NVIDIA
NVDA
$4.43T
| $8.24M | 6.06% |
44,184
+8,507
|
|
||
3
Apple
AAPL
$4.12T
| $4.35M | 3.2% |
17,097
+783
|
|
||
4
Microsoft
MSFT
$3.59T
| $3.75M | 2.76% |
7,240
+501
|
|
||
5
AT&T
T
$179B
| $3.65M | 2.68% |
129,112
+2,984
|
|
||
6
Palantir
PLTR
$433B
| $3.39M | 2.49% |
18,584
+1,023
|
|
||
7
Bank of America
BAC
$394B
| $3.19M | 2.35% |
61,920
+2,765
|
|
||
8
Lam Research
LRCX
$199B
| $3.16M | 2.32% |
23,566
-31
|
|
||
9
Chevron
CVX
$300B
| $3.13M | 2.3% |
20,171
+715
|
|
||
10
Ares Capital
ARCC
$15B
| $2.98M | 2.19% |
146,104
+8,000
|
|
||
11
Oracle
ORCL
$620B
| $2.56M | 1.88% |
9,099
+1,869
|
|
||
12
KLA
KLAC
$160B
| $2.53M | 1.86% |
2,349
+124
|
|
||
13
AbbVie
ABBV
$400B
| $2.52M | 1.85% |
10,887
+962
|
|
||
14
Meta Platforms (Facebook)
META
$1.7T
| $2.43M | 1.79% |
3,309
+393
|
|
||
15
Cardinal Health
CAH
$47.2B
| $2.32M | 1.71% |
14,800
+2,843
|
|
||
16
Amazon
AMZN
$2.45T
| $2.29M | 1.68% |
10,427
+581
|
|
||
17
Arista Networks
ANET
$162B
| $2.2M | 1.62% |
15,099
+613
|
|
||
18
Cisco
CSCO
$308B
| $2.18M | 1.6% |
31,854
+1,668
|
|
||
19
Palo Alto Networks
PANW
$139B
| $2.17M | 1.59% |
10,638
+1,417
|
|
||
20
Verizon
VZ
$176B
| $2.15M | 1.58% |
48,973
+3,246
|
|
||
21
Micron Technology
MU
$267B
| $2.1M | 1.54% |
12,553
+630
|
|
||
22
Shell
SHEL
$209B
| $2.06M | 1.52% |
28,847
+113
|
|
||
|
23
CrowdStrike
CRWD
$128B
| $2.04M | 1.5% |
4,153
+1,031
|
|
||
24
TG Therapeutics
TGTX
$4.88B
| $2M | 1.47% |
55,284
+2,280
|
|
||
25
IBM
IBM
$288B
| $1.99M | 1.46% |
7,041
+850
|
|