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
SNOW icon
426
Snowflake
SNOW
$57.9B
$5.04K ﹤0.01%
+23
KEN icon
427
Kenon Holdings
KEN
$4.32B
$5.04K ﹤0.01%
+76
BAM icon
428
Brookfield Asset Management
BAM
$79.8B
$5.03K ﹤0.01%
+96
FWONK icon
429
Liberty Media Series C
FWONK
$22.3B
$4.93K ﹤0.01%
+50
PHM icon
430
Pultegroup
PHM
$25.9B
$4.92K ﹤0.01%
+42
HSY icon
431
Hershey
HSY
$46.5B
$4.91K ﹤0.01%
+27
CIEN icon
432
Ciena
CIEN
$50B
$4.91K ﹤0.01%
+21
FIS icon
433
Fidelity National Information Services
FIS
$25.4B
$4.85K ﹤0.01%
+73
STZ icon
434
Constellation Brands
STZ
$26.9B
$4.83K ﹤0.01%
+35
CBRE icon
435
CBRE Group
CBRE
$43.5B
$4.82K ﹤0.01%
+30
CUK icon
436
Carnival PLC
CUK
$41.4B
$4.79K ﹤0.01%
+158
NMR icon
437
Nomura Holdings
NMR
$26.9B
$4.78K ﹤0.01%
+570
PFG icon
438
Principal Financial Group
PFG
$20.6B
$4.76K ﹤0.01%
+54
IFF icon
439
International Flavors & Fragrances
IFF
$20.5B
$4.72K ﹤0.01%
+70
ODFL icon
440
Old Dominion Freight Line
ODFL
$40.1B
$4.7K ﹤0.01%
+30
CRWD icon
441
CrowdStrike
CRWD
$91.6B
$4.69K ﹤0.01%
+10
CI icon
442
Cigna
CI
$74.9B
$4.68K ﹤0.01%
+17
RLI icon
443
RLI Corp
RLI
$5.66B
$4.67K ﹤0.01%
+73
ROK icon
444
Rockwell Automation
ROK
$45.2B
$4.67K ﹤0.01%
+12
FIX icon
445
Comfort Systems
FIX
$51.2B
$4.67K ﹤0.01%
+5
MKSI icon
446
MKS Inc
MKSI
$17.2B
$4.63K ﹤0.01%
+29
MMYT icon
447
MakeMyTrip
MMYT
$5.4B
$4.6K ﹤0.01%
+56
JAZZ icon
448
Jazz Pharmaceuticals
JAZZ
$12B
$4.59K ﹤0.01%
+27
UAL icon
449
United Airlines
UAL
$36.5B
$4.58K ﹤0.01%
+41
GSK icon
450
GSK
GSK
$119B
$4.56K ﹤0.01%
+93