CFM

Cornerstone Financial Management Portfolio holdings

AUM $106M
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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,241
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.27%
2 Financials 2.89%
3 Healthcare 1.83%
4 Consumer Discretionary 1.7%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OTIS icon
376
Otis Worldwide
OTIS
$31.9B
$6.2K 0.01%
+71
EXC icon
377
Exelon
EXC
$49.2B
$6.19K 0.01%
+142
ROL icon
378
Rollins
ROL
$26.5B
$6.18K 0.01%
+103
F icon
379
Ford
F
$50.7B
$6.13K 0.01%
+467
MRSH
380
Marsh
MRSH
$83.4B
$6.12K 0.01%
+33
COIN icon
381
Coinbase
COIN
$49B
$6.11K 0.01%
+27
GWW icon
382
W.W. Grainger
GWW
$54.7B
$6.05K 0.01%
+6
DEO icon
383
Diageo
DEO
$44.8B
$6.04K 0.01%
+70
KEP icon
384
Korea Electric Power
KEP
$19.7B
$6.01K 0.01%
+364
AVB icon
385
AvalonBay Communities
AVB
$23.7B
$5.98K 0.01%
+33
BRO icon
386
Brown & Brown
BRO
$22.6B
$5.98K 0.01%
+75
WAB icon
387
Wabtec
WAB
$45.8B
$5.98K 0.01%
+28
VTR icon
388
Ventas
VTR
$40.3B
$5.96K 0.01%
+77
AME icon
389
Ametek
AME
$54B
$5.95K 0.01%
+29
MMM icon
390
3M
MMM
$79.9B
$5.92K 0.01%
+37
GAB icon
391
Gabelli Equity Trust
GAB
$1.76B
$5.88K 0.01%
+954
AEP icon
392
American Electric Power
AEP
$73B
$5.88K 0.01%
+51
DLR icon
393
Digital Realty Trust
DLR
$67.2B
$5.88K 0.01%
+38
DVN icon
394
Devon Energy
DVN
$28.1B
$5.86K 0.01%
+160
KMB icon
395
Kimberly-Clark
KMB
$32.2B
$5.85K 0.01%
+58
SKM icon
396
SK Telecom
SKM
$13.8B
$5.85K 0.01%
+285
WEC icon
397
WEC Energy
WEC
$37.8B
$5.8K 0.01%
+55
GIB icon
398
CGI
GIB
$15.9B
$5.72K 0.01%
+62
TPR icon
399
Tapestry
TPR
$30.7B
$5.62K 0.01%
+44
AWK icon
400
American Water Works
AWK
$25.8B
$5.61K 0.01%
+43