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CSA

Cornerstone Select Advisors Portfolio holdings

AUM $160M
1-Year Est. Return 46.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$607K
3
+$477K
4
ORCL icon
Oracle
ORCL
+$476K
5
CRWD icon
CrowdStrike
CRWD
+$469K

Top Sells

1
+$316K
2
+$251K
3
+$238K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$214K
5
PFE icon
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
26
$1.94M 1.43%
62,177
+2,647
27
$1.9M 1.4%
18,435
+1,111
28
$1.85M 1.36%
6,066
+326
29
$1.8M 1.32%
11,933
+4,549
30
$1.76M 1.29%
10,334
+569
31
$1.75M 1.28%
20,816
+3,003
32
$1.56M 1.15%
7,391
+48
33
$1.55M 1.14%
23,553
+857
34
$1.46M 1.07%
13,119
+1,331
35
$1.42M 1.04%
21,510
+1,653
36
$1.39M 1.02%
3,965
+187
37
$1.3M 0.96%
4,668
38
$1.27M 0.94%
5,232
+421
39
$1.27M 0.93%
3,714
+199
40
$1.11M 0.82%
24,383
+958
41
$1.11M 0.82%
3,930
+324
42
$1.08M 0.8%
5,731
+700
43
$1.07M 0.79%
7,547
+2,196
44
$1.04M 0.77%
4,868
+31
45
$1.04M 0.77%
23,116
-5,376
46
$991K 0.73%
40,352
+3,519
47
$957K 0.7%
11,672
+421
48
$870K 0.64%
20,597
+1,031
49
$844K 0.62%
11,884
+1,150
50
$842K 0.62%
7,434
+742
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2
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