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
MKC icon
501
McCormick & Company Non-Voting
MKC
$18.8B
$3.68K ﹤0.01%
+54
RDDT icon
502
Reddit
RDDT
$28.6B
$3.68K ﹤0.01%
+16
ABNB icon
503
Airbnb
ABNB
$75.3B
$3.66K ﹤0.01%
+27
LAUR icon
504
Laureate Education
LAUR
$4.94B
$3.64K ﹤0.01%
+108
PSA icon
505
Public Storage
PSA
$53.4B
$3.63K ﹤0.01%
+14
OTEX icon
506
Open Text
OTEX
$6.13B
$3.62K ﹤0.01%
+111
PBA icon
507
Pembina Pipeline
PBA
$25.7B
$3.62K ﹤0.01%
+95
RMD icon
508
ResMed
RMD
$36.7B
$3.61K ﹤0.01%
+15
RHI icon
509
Robert Half
RHI
$2.39B
$3.61K ﹤0.01%
+133
GOVT icon
510
iShares US Treasury Bond ETF
GOVT
$36.1B
$3.59K ﹤0.01%
+156
HUM icon
511
Humana
HUM
$21B
$3.59K ﹤0.01%
+14
BEKE icon
512
KE Holdings
BEKE
$19.8B
$3.58K ﹤0.01%
+227
EBAY icon
513
eBay
EBAY
$38.6B
$3.57K ﹤0.01%
+41
CYBR
514
DELISTED
CyberArk
CYBR
$3.57K ﹤0.01%
+8
CSGP icon
515
CoStar Group
CSGP
$20.8B
$3.56K ﹤0.01%
+53
STE icon
516
Steris
STE
$24.2B
$3.55K ﹤0.01%
+14
NWG icon
517
NatWest
NWG
$67.1B
$3.54K ﹤0.01%
+202
IT icon
518
Gartner
IT
$10.4B
$3.53K ﹤0.01%
+14
LPL icon
519
LG Display
LPL
$5.12B
$3.53K ﹤0.01%
+839
BDX icon
520
Becton Dickinson
BDX
$51.9B
$3.49K ﹤0.01%
+18
KT icon
521
KT
KT
$11.6B
$3.49K ﹤0.01%
+184
TFPM icon
522
Triple Flag Precious Metals
TFPM
$8.09B
$3.49K ﹤0.01%
+105
CCL icon
523
Carnival Corp
CCL
$43.8B
$3.48K ﹤0.01%
+114
PAYX icon
524
Paychex
PAYX
$31.8B
$3.48K ﹤0.01%
+31
KRYS icon
525
Krystal Biotech
KRYS
$7.8B
$3.45K ﹤0.01%
+14