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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
$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
WPP icon
626
WPP
WPP
$3.99B
$2.45K ﹤0.01%
+109
B
627
Barrick Mining
B
$61.5B
$2.44K ﹤0.01%
+56
OMF icon
628
OneMain Financial
OMF
$6.85B
$2.43K ﹤0.01%
+36
TRMB icon
629
Trimble
TRMB
$12.3B
$2.43K ﹤0.01%
+31
ULTA icon
630
Ulta Beauty
ULTA
$20.2B
$2.42K ﹤0.01%
+4
EOSE icon
631
Eos Energy Enterprises
EOSE
$1.56B
$2.42K ﹤0.01%
+211
MTB icon
632
M&T Bank
MTB
$35.5B
$2.42K ﹤0.01%
+12
IWR icon
633
iShares Russell Mid-Cap ETF
IWR
$56.8B
$2.41K ﹤0.01%
+25
CPAY icon
634
Corpay
CPAY
$23.1B
$2.41K ﹤0.01%
+8
CMG icon
635
Chipotle Mexican Grill
CMG
$45.2B
$2.4K ﹤0.01%
+65
RMBS icon
636
Rambus
RMBS
$12.1B
$2.39K ﹤0.01%
+26
EXR icon
637
Extra Space Storage
EXR
$30.4B
$2.34K ﹤0.01%
+18
TERN
638
DELISTED
Terns Pharmaceuticals
TERN
$2.34K ﹤0.01%
+58
REYN icon
639
Reynolds Consumer Products
REYN
$5.54B
$2.34K ﹤0.01%
+102
MDGL icon
640
Madrigal Pharmaceuticals
MDGL
$12.4B
$2.33K ﹤0.01%
+4
FLO icon
641
Flowers Foods
FLO
$1.77B
$2.32K ﹤0.01%
+213
FISV
642
Fiserv Inc
FISV
$26.9B
$2.28K ﹤0.01%
+34
TYL icon
643
Tyler Technologies
TYL
$12.7B
$2.27K ﹤0.01%
+5
JOYY
644
JOYY Inc
JOYY
$3.55B
$2.27K ﹤0.01%
+35
APGE icon
645
Apogee Therapeutics
APGE
$10B
$2.26K ﹤0.01%
+30
SMCI icon
646
Super Micro Computer
SMCI
$18.3B
$2.25K ﹤0.01%
+77
PHG icon
647
Philips
PHG
$26.6B
$2.25K ﹤0.01%
+86
TRI icon
648
Thomson Reuters
TRI
$39.1B
$2.24K ﹤0.01%
+17
APAM icon
649
Artisan Partners
APAM
$2.59B
$2.2K ﹤0.01%
+54
TSCO icon
650
Tractor Supply
TSCO
$16B
$2.2K ﹤0.01%
+44