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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
1
$9.44M 6.94%
28,611
+1,554
2
$8.24M 6.06%
44,184
+8,507
3
$4.35M 3.2%
17,097
+783
4
$3.75M 2.76%
7,240
+501
5
$3.65M 2.68%
129,112
+2,984
6
$3.39M 2.49%
18,584
+1,023
7
$3.19M 2.35%
61,920
+2,765
8
$3.16M 2.32%
23,566
-31
9
$3.13M 2.3%
20,171
+715
10
$2.98M 2.19%
146,104
+8,000
11
$2.56M 1.88%
9,099
+1,869
12
$2.53M 1.86%
2,349
+124
13
$2.52M 1.85%
10,887
+962
14
$2.43M 1.79%
3,309
+393
15
$2.32M 1.71%
14,800
+2,843
16
$2.29M 1.68%
10,427
+581
17
$2.2M 1.62%
15,099
+613
18
$2.18M 1.6%
31,854
+1,668
19
$2.17M 1.59%
10,638
+1,417
20
$2.15M 1.58%
48,973
+3,246
21
$2.1M 1.54%
12,553
+630
22
$2.06M 1.52%
28,847
+113
23
$2.04M 1.5%
4,153
+1,031
24
$2M 1.47%
55,284
+2,280
25
$1.99M 1.46%
7,041
+850
1
2 3 4 5