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
IBKR icon
601
Interactive Brokers
IBKR
$32.4B
$2.64K ﹤0.01%
+41
BNT
602
Brookfield Wealth Solutions
BNT
$11.4B
$2.62K ﹤0.01%
+57
CINF icon
603
Cincinnati Financial
CINF
$25.6B
$2.61K ﹤0.01%
+16
FDS icon
604
Factset
FDS
$7.96B
$2.61K ﹤0.01%
+9
DGX icon
605
Quest Diagnostics
DGX
$23.1B
$2.6K ﹤0.01%
+15
ILCG icon
606
iShares Morningstar Growth ETF
ILCG
$2.85B
$2.6K ﹤0.01%
+25
TSEM icon
607
Tower Semiconductor
TSEM
$13.7B
$2.58K ﹤0.01%
+22
SE icon
608
Sea Limited
SE
$63B
$2.55K ﹤0.01%
+20
ARGX icon
609
argenx
ARGX
$47.6B
$2.52K ﹤0.01%
+3
PPL icon
610
PPL Corp
PPL
$28.5B
$2.52K ﹤0.01%
+72
EOG icon
611
EOG Resources
EOG
$66.3B
$2.52K ﹤0.01%
+24
SPNS
612
DELISTED
Sapiens International
SPNS
$2.52K ﹤0.01%
+58
J icon
613
Jacobs Solutions
J
$15.9B
$2.52K ﹤0.01%
+19
AEG icon
614
Aegon
AEG
$11.5B
$2.5K ﹤0.01%
+324
EPR icon
615
EPR Properties
EPR
$4.69B
$2.5K ﹤0.01%
+50
HIMX
616
Himax Technologies
HIMX
$1.29B
$2.49K ﹤0.01%
+304
AEO icon
617
American Eagle Outfitters
AEO
$4.25B
$2.48K ﹤0.01%
+94
CYTK icon
618
Cytokinetics
CYTK
$7.49B
$2.48K ﹤0.01%
+39
AGNC icon
619
AGNC Investment
AGNC
$12.5B
$2.48K ﹤0.01%
+231
INVH icon
620
Invitation Homes
INVH
$15.9B
$2.47K ﹤0.01%
+89
CPRT icon
621
Copart
CPRT
$35.5B
$2.47K ﹤0.01%
+63
NTAP icon
622
NetApp
NTAP
$19.8B
$2.46K ﹤0.01%
+23
SBRA icon
623
Sabra Healthcare REIT
SBRA
$5.2B
$2.46K ﹤0.01%
+130
ACT icon
624
Enact Holdings
ACT
$6.11B
$2.46K ﹤0.01%
+62
XYL icon
625
Xylem
XYL
$31.9B
$2.45K ﹤0.01%
+18