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Home > Institutional Investor > Cornerstone Advisory, Llp > Profile

Instuitional Investor - Cornerstone Advisory, Llp

Fund Profile
Filing Period:
Fund Name: Cornerstone Advisory, Llp
Portfolio Value $641,282,698
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 1,616,557 $88,878,330 13.85%
2.
Ishares Trust
 IEF 66,358 $31,694,521 4.94%
3.
Vanguard Whitehall Funds
 271,947 $30,357,375 4.73%
4.
Apple Inc.
 AAPL 125,428 $24,148,623 3.76%
5.
J P Morgan Exchange Traded F
 452,744 $22,741,309 3.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)