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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
NVO
426
Novo Nordisk
NVO
$219B
$5.99K 0.01%
163
-18
CVNA icon
427
Carvana
CVNA
$47.2B
$5.97K 0.01%
95
-30
VTR icon
428
Ventas
VTR
$44.1B
$5.97K 0.01%
73
-4
PSA icon
429
Public Storage
PSA
$56.3B
$5.96K 0.01%
22
+8
ACGL icon
430
Arch Capital
ACGL
$35.3B
$5.95K 0.01%
62
-25
ROL icon
431
Rollins
ROL
$21.4B
$5.93K 0.01%
111
+8
EME icon
432
Emcor
EME
$34.7B
$5.91K 0.01%
8
+3
EQIX icon
433
Equinix
EQIX
$104B
$5.88K 0.01%
6
+1
EBAY icon
434
eBay
EBAY
$52B
$5.83K 0.01%
64
+23
WIT icon
435
Wipro
WIT
$18.5B
$5.82K 0.01%
2,744
-697
ADC icon
436
Agree Realty
ADC
$9.36B
$5.8K 0.01%
77
+25
KGC icon
437
Kinross Gold
KGC
$28.8B
$5.8K 0.01%
190
+47
XEL icon
438
Xcel Energy
XEL
$50B
$5.8K 0.01%
73
+13
PM icon
439
Philip Morris
PM
$283B
$5.79K 0.01%
35
+11
CHD icon
440
Church & Dwight Co
CHD
$22.8B
$5.79K 0.01%
62
+45
EW icon
441
Edwards Lifesciences
EW
$53.1B
$5.77K 0.01%
72
-7
ZS icon
442
Zscaler
ZS
$22.5B
$5.75K 0.01%
41
+7
MFC icon
443
Manulife Financial
MFC
$68.6B
$5.72K 0.01%
166
+45
PCG icon
444
PG&E
PCG
$37.8B
$5.71K 0.01%
325
+84
UPS icon
445
United Parcel Service
UPS
$95.6B
$5.71K 0.01%
58
+4
MCHP icon
446
Microchip Technology
MCHP
$48.1B
$5.69K 0.01%
88
+7
SU icon
447
Suncor Energy
SU
$70B
$5.68K 0.01%
86
+26
AJG icon
448
Arthur J. Gallagher & Co
AJG
$65B
$5.63K 0.01%
26
-4
KEP icon
449
Korea Electric Power
KEP
$15.9B
$5.63K 0.01%
395
+31
HUBS icon
450
HubSpot
HUBS
$10.6B
$5.61K 0.01%
23
+20
16 17
18
19 20