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Home > Institutional Investor > Cornerstone Financial Partners, Llc > Profile

Instuitional Investor - Cornerstone Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cornerstone Financial Partners, Llc
Portfolio Value $263,808,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 251,372 $18,643,000 7.06%
2.
Ishares Tr
 288,558 $18,530,000 7.02%
3.
Vanguard Index Fds
 111,368 $16,370,000 6.2%
4.
Sector Spdr Trust
 XLB 146,428 $13,179,000 4.99%
5.
Ishares Trust
 IEF 44,792 $11,343,000 4.29%
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)