CAAM
Cornerstone Advisors Asset Management Portfolio holdings
AUM
$572M
1-Year Est. Return
8.71%
1 Year Est. Return
+8.71%
AUM
$519M
AUM Growth
+$31.2M
(+6.4%)
Holding
130
Top Buys
| 1 | +$16.2M | |
| 2 | +$5.51M | |
| 3 | +$4.41M | |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
+$3.09M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.92M |
Top Sells
| 1 | +$2.56M | |
| 2 | +$2.11M | |
| 3 | +$1.77M | |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.49M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.4M |
Sector Composition
| 1 | Technology | 0.74% |
| 2 | Financials | 0.54% |
| 3 | Healthcare | 0.27% |
| 4 | Consumer Discretionary | 0.25% |
| 5 | Energy | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Small-Cap Value ETF
VBR
$30.9B
| – | – |
-2,124
|
|
||
127
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
| – | – |
-4,850
|
|
||
128
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
| – | – |
-5,722
|
|
||
129
Verizon
VZ
$173B
| – | – |
-9,984
|
|
||
130
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
| – | – |
-25,233
|
|