CFG
Cornerstone Financial Group Portfolio holdings
AUM
$118M
This Quarter Return
-2.1%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.54%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$9.57M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$6.68M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$4.75M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$4.75M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.36% |
| 2 | Technology | 2.33% |
| 3 | Industrials | 0.74% |
| 4 | Consumer Staples | 0.27% |
| 5 | Communication Services | 0.2% |
