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CFM

Cornerstone Financial Management Portfolio holdings

AUM $109M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$487K
3
+$382K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$356K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$312K

Top Sells

1
+$571K
2
+$321K
3
+$249K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$167K
5
AAPL icon
Apple
AAPL
+$129K

Sector Composition

1 Technology 4.89%
2 Financials 2.88%
3 Healthcare 2.16%
4 Consumer Discretionary 1.63%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SONY icon
326
Sony
SONY
$122B
$9.54K 0.01%
461
+155
WAT icon
327
Waters Corp
WAT
$37B
$9.53K 0.01%
32
+9
SNDK
328
Sandisk
SNDK
$284B
$9.53K 0.01%
15
+6
MRVL icon
329
Marvell Technology
MRVL
$212B
$9.51K 0.01%
96
+13
AMT icon
330
American Tower
AMT
$78.5B
$9.49K 0.01%
55
+13
CIEN icon
331
Ciena
CIEN
$65.2B
$9.32K 0.01%
24
+3
ING icon
332
ING
ING
$92.6B
$9.3K 0.01%
357
+54
FELG icon
333
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.7B
$9.28K 0.01%
247
CDNS icon
334
Cadence Design Systems
CDNS
$106B
$9.17K 0.01%
33
+9
BKR icon
335
Baker Hughes
BKR
$57.1B
$9.16K 0.01%
150
+38
SHG icon
336
Shinhan Financial Group
SHG
$34.5B
$9.14K 0.01%
149
+22
WCN
337
Waste Connections
WCN
$43.5B
$9.1K 0.01%
56
-29
SAN icon
338
Banco Santander
SAN
$199B
$9.07K 0.01%
804
+124
NSC icon
339
Norfolk Southern
NSC
$73.5B
$8.9K 0.01%
31
+4
MLM icon
340
Martin Marietta Materials
MLM
$34.7B
$8.83K 0.01%
15
-1
KDP icon
341
Keurig Dr Pepper
KDP
$43.1B
$8.82K 0.01%
335
+32
BIIB icon
342
Biogen
BIIB
$29.4B
$8.8K 0.01%
48
+9
AFL icon
343
Aflac
AFL
$62.1B
$8.67K 0.01%
79
INTU icon
344
Intuit
INTU
$75.2B
$8.65K 0.01%
20
-8
OXY icon
345
Occidental Petroleum
OXY
$52.6B
$8.64K 0.01%
133
+42
CMS icon
346
CMS Energy
CMS
$23.3B
$8.61K 0.01%
111
DVN icon
347
Devon Energy
DVN
$48.7B
$8.61K 0.01%
171
+11
FANG icon
348
Diamondback Energy
FANG
$51.6B
$8.51K 0.01%
43
+9
REGN icon
349
Regeneron Pharmaceuticals
REGN
$69.7B
$8.5K 0.01%
11
+4
IDXX icon
350
Idexx Laboratories
IDXX
$44.5B
$8.43K 0.01%
15
+3
12 13
14
15 16