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
EQR icon
551
Equity Residential
EQR
$24B
$3.09K ﹤0.01%
+49
EME icon
552
Emcor
EME
$35.9B
$3.06K ﹤0.01%
+5
AEM icon
553
Agnico Eagle Mines
AEM
$120B
$3.05K ﹤0.01%
+18
RJF icon
554
Raymond James Financial
RJF
$30.6B
$3.05K ﹤0.01%
+19
FND icon
555
Floor & Decor
FND
$7.5B
$3.04K ﹤0.01%
+50
GRMN icon
556
Garmin
GRMN
$48.4B
$3.04K ﹤0.01%
+15
CRDO icon
557
Credo Technology Group
CRDO
$22.3B
$3.02K ﹤0.01%
+21
APLE icon
558
Apple Hospitality REIT
APLE
$2.87B
$3.01K ﹤0.01%
+254
ERIC icon
559
Ericsson
ERIC
$37.3B
$2.97K ﹤0.01%
+308
DB icon
560
Deutsche Bank
DB
$69B
$2.97K ﹤0.01%
+77
FITB
561
Fifth Third Bancorp
FITB
$46.4B
$2.95K ﹤0.01%
+63
AMP icon
562
Ameriprise Financial
AMP
$42.6B
$2.94K ﹤0.01%
+6
SKYT icon
563
SkyWater Technology
SKYT
$1.4B
$2.94K ﹤0.01%
+162
LYG icon
564
Lloyds Banking Group
LYG
$85B
$2.94K ﹤0.01%
+554
MTG icon
565
MGIC Investment
MTG
$5.66B
$2.92K ﹤0.01%
+100
STWD icon
566
Starwood Property Trust
STWD
$6.56B
$2.92K ﹤0.01%
+162
ICLR icon
567
Icon
ICLR
$7.95B
$2.92K ﹤0.01%
+16
FNV icon
568
Franco-Nevada
FNV
$53.2B
$2.9K ﹤0.01%
+14
EQNR icon
569
Equinor
EQNR
$72.8B
$2.88K ﹤0.01%
+122
MFG icon
570
Mizuho Financial
MFG
$108B
$2.88K ﹤0.01%
+393
DTM icon
571
DT Midstream
DTM
$14B
$2.87K ﹤0.01%
+24
CSX icon
572
CSX Corp
CSX
$78.5B
$2.86K ﹤0.01%
+79
USFD icon
573
US Foods
USFD
$21.3B
$2.86K ﹤0.01%
+38
BCE icon
574
BCE
BCE
$24.3B
$2.86K ﹤0.01%
+120
LPLA icon
575
LPL Financial
LPLA
$24.7B
$2.86K ﹤0.01%
+8