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CAAM
Cornerstone Advisors Asset Management Portfolio holdings
AUM
$648M
1-Year Est. Return
11.43%
This Fund
S&P 500
This Quarter
Est. Return
-1.14%
1 Year Est. Return
+11.43%
3 Year Est. Return
+32.72%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$648M
AUM Growth
+$31.8M
(+5.2%)
Cap. Flow
+$40.9M
Cap. Flow
% of AUM
6.31%
Top 10 Holdings %
Top 10 Hldgs %
52.59%
Holding
138
New
5
Increased
59
Reduced
44
Closed
4
Top Buys
Top Sells
| 1 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$2.32M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.07M |
| 3 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
+$885K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$344K |
| 5 |
Vanguard Value ETF
VTV
|
+$234K |
Sector Composition
| 1 | Financials | 1.19% |
| 2 | Technology | 0.85% |
| 3 | Healthcare | 0.33% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Energy | 0.27% |
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