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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
IMOS
626
ChipMOS TECHNOLOGIES
IMOS
$2.64B
$2.9K ﹤0.01%
81
+25
MTZ icon
627
MasTec
MTZ
$29.5B
$2.9K ﹤0.01%
9
NTAP icon
628
NetApp
NTAP
$33.1B
$2.87K ﹤0.01%
28
+5
CTRA
629
DELISTED
Coterra Energy
CTRA
$2.85K ﹤0.01%
81
VRSK icon
630
Verisk Analytics
VRSK
$24.3B
$2.85K ﹤0.01%
15
-18
FVR
631
FrontView REIT
FVR
$486M
$2.85K ﹤0.01%
184
LUV icon
632
Southwest Airlines
LUV
$23.7B
$2.78K ﹤0.01%
74
+43
SM icon
633
SM Energy
SM
$6.67B
$2.77K ﹤0.01%
+89
HUM icon
634
Humana
HUM
$47.1B
$2.77K ﹤0.01%
16
+2
CFR icon
635
Cullen/Frost Bankers
CFR
$9.85B
$2.74K ﹤0.01%
20
+5
WSM icon
636
Williams-Sonoma
WSM
$26.1B
$2.73K ﹤0.01%
15
+3
NTR icon
637
Nutrien
NTR
$31.4B
$2.72K ﹤0.01%
36
+13
ACMR icon
638
ACM Research
ACMR
$7.12B
$2.71K ﹤0.01%
69
DOCU
639
DocuSign
DOCU
$9.39B
$2.7K ﹤0.01%
57
+49
GWRE icon
640
Guidewire Software
GWRE
$11.3B
$2.69K ﹤0.01%
18
+8
AFG icon
641
American Financial Group
AFG
$11.7B
$2.68K ﹤0.01%
21
-4
DB icon
642
Deutsche Bank
DB
$68.4B
$2.68K ﹤0.01%
90
+13
BG icon
643
Bunge Global
BG
$22.2B
$2.67K ﹤0.01%
21
+4
LAMR icon
644
Lamar Advertising Co
LAMR
$15.7B
$2.66K ﹤0.01%
21
PDD icon
645
Pinduoduo
PDD
$121B
$2.66K ﹤0.01%
26
+1
BX icon
646
Blackstone
BX
$150B
$2.65K ﹤0.01%
23
-33
A icon
647
Agilent Technologies
A
$37.9B
$2.62K ﹤0.01%
23
+8
TTD icon
648
Trade Desk
TTD
$9.18B
$2.61K ﹤0.01%
115
+90
FN icon
649
Fabrinet
FN
$16.9B
$2.61K ﹤0.01%
5
+2
BURL icon
650
Burlington
BURL
$20.6B
$2.6K ﹤0.01%
8
+2
24 25
26
27 28