We are live on ! Find out more
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
CM icon
451
Canadian Imperial Bank of Commerce
CM
$108B
$5.59K 0.01%
59
+23
CBRE icon
452
CBRE Group
CBRE
$40.9B
$5.55K 0.01%
41
+11
BRO icon
453
Brown & Brown
BRO
$22.9B
$5.48K 0.01%
84
+9
ERAS icon
454
Erasca
ERAS
$5.76B
$5.47K 0.01%
338
MPWR icon
455
Monolithic Power Systems
MPWR
$66.5B
$5.47K 0.01%
5
RBA icon
456
RB Global
RBA
$20.1B
$5.46K 0.01%
57
+14
EXPD icon
457
Expeditors International
EXPD
$22.5B
$5.44K 0.01%
38
+3
PHM icon
458
Pultegroup
PHM
$23.8B
$5.41K 0.01%
46
+4
MSCI icon
459
MSCI
MSCI
$44B
$5.39K ﹤0.01%
10
+3
F icon
460
Ford
F
$55.8B
$5.36K ﹤0.01%
464
-3
CPRT icon
461
Copart
CPRT
$25.5B
$5.34K ﹤0.01%
161
+98
AWK icon
462
American Water Works
AWK
$25.5B
$5.31K ﹤0.01%
39
-4
RDDT icon
463
Reddit
RDDT
$37.6B
$5.25K ﹤0.01%
39
+23
UAL icon
464
United Airlines
UAL
$40.9B
$5.25K ﹤0.01%
57
+16
IT icon
465
Gartner
IT
$8.92B
$5.22K ﹤0.01%
33
+19
BDX icon
466
Becton Dickinson
BDX
$41.9B
$5.19K ﹤0.01%
33
+15
RELX icon
467
RELX
RELX
$56.8B
$5.17K ﹤0.01%
156
-5
NGG icon
468
National Grid
NGG
$82.2B
$5.16K ﹤0.01%
61
+18
ACN icon
469
Accenture
ACN
$82.8B
$5.16K ﹤0.01%
26
-30
TROW icon
470
T. Rowe Price
TROW
$25.4B
$5.14K ﹤0.01%
57
+13
BBVA icon
471
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$5.13K ﹤0.01%
237
+42
JAZZ icon
472
Jazz Pharmaceuticals
JAZZ
$15.3B
$5.1K ﹤0.01%
27
ESLT icon
473
Elbit Systems
ESLT
$35.2B
$5.09K ﹤0.01%
6
+3
VEEV icon
474
Veeva Systems
VEEV
$30.9B
$5.09K ﹤0.01%
29
+15
ADM icon
475
Archer Daniels Midland
ADM
$38.8B
$5.09K ﹤0.01%
70
+22
17 18
19
20 21