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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 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
TSCO icon
476
Tractor Supply
TSCO
$16B
$5.07K ﹤0.01%
112
+68
USFD icon
477
US Foods
USFD
$22.2B
$5.07K ﹤0.01%
55
+17
AVB icon
478
AvalonBay Communities
AVB
$27.2B
$5.06K ﹤0.01%
31
-2
BNS icon
479
Scotiabank
BNS
$107B
$5.06K ﹤0.01%
73
+21
ROK icon
480
Rockwell Automation
ROK
$52.5B
$5.02K ﹤0.01%
14
+2
NUVL icon
481
Nuvalent
NUVL
$9.8B
$4.92K ﹤0.01%
48
+5
UMC icon
482
United Microelectronic
UMC
$61.1B
$4.88K ﹤0.01%
544
+50
KT icon
483
KT
KT
$8.59B
$4.87K ﹤0.01%
227
+43
PFG icon
484
Principal Financial Group
PFG
$24.2B
$4.87K ﹤0.01%
54
CL icon
485
Colgate-Palmolive
CL
$73.8B
$4.86K ﹤0.01%
57
+51
ETR icon
486
Entergy
ETR
$53.7B
$4.83K ﹤0.01%
43
SNOW icon
487
Snowflake
SNOW
$90.6B
$4.83K ﹤0.01%
32
+9
ARES icon
488
Ares Management
ARES
$27.5B
$4.8K ﹤0.01%
44
+2
KHC icon
489
Kraft Heinz
KHC
$29.5B
$4.79K ﹤0.01%
213
+45
RJF icon
490
Raymond James Financial
RJF
$32.8B
$4.78K ﹤0.01%
33
+14
NOC icon
491
Northrop Grumman
NOC
$76.6B
$4.78K ﹤0.01%
7
+5
HQY icon
492
HealthEquity
HQY
$7.89B
$4.76K ﹤0.01%
57
PBA icon
493
Pembina Pipeline
PBA
$27.6B
$4.75K ﹤0.01%
106
+11
CRWV
494
CoreWeave Inc
CRWV
$48.5B
$4.73K ﹤0.01%
61
+45
RMD icon
495
ResMed
RMD
$29.6B
$4.71K ﹤0.01%
21
+6
HST icon
496
Host Hotels & Resorts
HST
$15.9B
$4.71K ﹤0.01%
246
ZM icon
497
Zoom
ZM
$26.3B
$4.66K ﹤0.01%
58
+26
CAG icon
498
Conagra Brands
CAG
$6.62B
$4.65K ﹤0.01%
296
-14
MDB icon
499
MongoDB
MDB
$27.5B
$4.65K ﹤0.01%
19
+4
ALNY icon
500
Alnylam Pharmaceuticals
ALNY
$39.9B
$4.63K ﹤0.01%
14
+1