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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
EOG icon
501
EOG Resources
EOG
$71.4B
$4.63K ﹤0.01%
32
+8
EXPE icon
502
Expedia Group
EXPE
$32.5B
$4.62K ﹤0.01%
20
+4
NE icon
503
Noble Corp
NE
$6.38B
$4.61K ﹤0.01%
94
SIMO icon
504
Silicon Motion
SIMO
$11.1B
$4.6K ﹤0.01%
41
+4
WY icon
505
Weyerhaeuser
WY
$16.9B
$4.59K ﹤0.01%
188
ADSK icon
506
Autodesk
ADSK
$44B
$4.55K ﹤0.01%
19
-3
XYL icon
507
Xylem
XYL
$28.8B
$4.54K ﹤0.01%
38
+20
COIN icon
508
Coinbase
COIN
$41.9B
$4.54K ﹤0.01%
26
-1
MRSH
509
Marsh
MRSH
$85.9B
$4.51K ﹤0.01%
26
-7
NMR icon
510
Nomura Holdings
NMR
$28.2B
$4.5K ﹤0.01%
570
MFG icon
511
Mizuho Financial
MFG
$128B
$4.48K ﹤0.01%
564
+171
AEM icon
512
Agnico Eagle Mines
AEM
$73.4B
$4.47K ﹤0.01%
22
+4
SKYT icon
513
SkyWater Technology
SKYT
$1.6B
$4.44K ﹤0.01%
162
TRMB icon
514
Trimble
TRMB
$12.3B
$4.44K ﹤0.01%
68
+37
ABNB icon
515
Airbnb
ABNB
$88.2B
$4.42K ﹤0.01%
35
+8
FE icon
516
FirstEnergy
FE
$27.7B
$4.41K ﹤0.01%
87
+10
RACE icon
517
Ferrari
RACE
$66.3B
$4.4K ﹤0.01%
13
+4
NWG icon
518
NatWest
NWG
$70.7B
$4.4K ﹤0.01%
295
+93
IRM icon
519
Iron Mountain
IRM
$36.2B
$4.39K ﹤0.01%
43
+10
CCI icon
520
Crown Castle
CCI
$34.8B
$4.39K ﹤0.01%
54
-19
TSEM icon
521
Tower Semiconductor
TSEM
$25.2B
$4.39K ﹤0.01%
25
+3
BTI icon
522
British American Tobacco
BTI
$130B
$4.38K ﹤0.01%
75
+26
DLTR icon
523
Dollar Tree
DLTR
$24B
$4.38K ﹤0.01%
40
+5
CPAY icon
524
Corpay
CPAY
$23.1B
$4.37K ﹤0.01%
15
+7
WTW icon
525
Willis Towers Watson
WTW
$27.4B
$4.36K ﹤0.01%
15
+2
19 20
21
22 23