We are live on ! Find out more
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 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
DT icon
651
Dynatrace
DT
$12.7B
$2.59K ﹤0.01%
70
+46
APAM icon
652
Artisan Partners
APAM
$2.59B
$2.58K ﹤0.01%
71
+17
L icon
653
Loews
L
$23.7B
$2.56K ﹤0.01%
24
+6
HMC icon
654
Honda
HMC
$36.2B
$2.55K ﹤0.01%
105
-69
SNA icon
655
Snap-on
SNA
$20.8B
$2.54K ﹤0.01%
7
+2
FND icon
656
Floor & Decor
FND
$6.18B
$2.54K ﹤0.01%
50
AM icon
657
Antero Midstream
AM
$10.6B
$2.53K ﹤0.01%
111
ACT icon
658
Enact Holdings
ACT
$6.25B
$2.53K ﹤0.01%
62
ENLT icon
659
Enlight Renewable Energy
ENLT
$11.5B
$2.53K ﹤0.01%
37
+23
APGE icon
660
Apogee Therapeutics
APGE
$10B
$2.52K ﹤0.01%
30
CINF icon
661
Cincinnati Financial
CINF
$27.7B
$2.52K ﹤0.01%
16
WTFC icon
662
Wintrust Financial
WTFC
$10.9B
$2.5K ﹤0.01%
18
+6
SBRA icon
663
Sabra Healthcare REIT
SBRA
$4.95B
$2.5K ﹤0.01%
130
EPR icon
664
EPR Properties
EPR
$4.56B
$2.5K ﹤0.01%
50
GFI icon
665
Gold Fields
GFI
$30.5B
$2.5K ﹤0.01%
55
+10
CTSH icon
666
Cognizant
CTSH
$20.1B
$2.45K ﹤0.01%
40
-79
JLL icon
667
Jones Lang LaSalle
JLL
$15.1B
$2.44K ﹤0.01%
8
+2
IWR icon
668
iShares Russell Mid-Cap ETF
IWR
$56.8B
$2.43K ﹤0.01%
25
TDY icon
669
Teledyne Technologies
TDY
$29.4B
$2.42K ﹤0.01%
4
+2
WU icon
670
Western Union
WU
$2.45B
$2.41K ﹤0.01%
276
+51
OMF icon
671
OneMain Financial
OMF
$6.85B
$2.41K ﹤0.01%
45
+9
UL icon
672
Unilever
UL
$133B
$2.39K ﹤0.01%
42
+15
HIMX
673
Himax Technologies
HIMX
$2.66B
$2.39K ﹤0.01%
304
ILCG icon
674
iShares Morningstar Growth ETF
ILCG
$3.23B
$2.39K ﹤0.01%
25
CSGP icon
675
CoStar Group
CSGP
$11.6B
$2.38K ﹤0.01%
59
+6