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
LNT icon
676
Alliant Energy
LNT
$19.7B
$2.37K ﹤0.01%
33
+7
OHI icon
677
Omega Healthcare
OHI
$14.4B
$2.37K ﹤0.01%
54
+11
VLGEA icon
678
Village Super Market
VLGEA
$638M
$2.37K ﹤0.01%
56
MTG icon
679
MGIC Investment
MTG
$5.95B
$2.36K ﹤0.01%
90
-10
UBSI icon
680
United Bankshares
UBSI
$6.35B
$2.36K ﹤0.01%
57
+22
FISV
681
Fiserv Inc
FISV
$26.9B
$2.34K ﹤0.01%
42
+8
NYT icon
682
New York Times
NYT
$12.1B
$2.34K ﹤0.01%
28
STLD icon
683
Steel Dynamics
STLD
$32.9B
$2.34K ﹤0.01%
13
+3
TCOM icon
684
Trip.com Group
TCOM
$27B
$2.34K ﹤0.01%
47
+10
RIO icon
685
Rio Tinto
RIO
$147B
$2.33K ﹤0.01%
25
+6
PHG icon
686
Philips
PHG
$26.6B
$2.33K ﹤0.01%
88
+2
APD icon
687
Air Products & Chemicals
APD
$66.7B
$2.32K ﹤0.01%
8
PAYC icon
688
Paycom
PAYC
$6.48B
$2.31K ﹤0.01%
+19
NDAQ icon
689
Nasdaq
NDAQ
$49.8B
$2.29K ﹤0.01%
27
+6
MGA icon
690
Magna International
MGA
$17.5B
$2.29K ﹤0.01%
41
+10
PRK icon
691
Park National Corp
PRK
$3.34B
$2.29K ﹤0.01%
14
SOLS
692
Solstice Advanced Materials
SOLS
$9.74B
$2.29K ﹤0.01%
+30
B
693
Barrick Mining
B
$61.5B
$2.28K ﹤0.01%
56
HIVE
694
HIVE Digital Technologies
HIVE
$896M
$2.28K ﹤0.01%
1,201
FHI icon
695
Federated Hermes
FHI
$4.52B
$2.27K ﹤0.01%
40
ONTO icon
696
Onto Innovation
ONTO
$16B
$2.26K ﹤0.01%
11
+3
GDDY icon
697
GoDaddy
GDDY
$11.8B
$2.23K ﹤0.01%
27
+12
CBL
698
CBL Properties
CBL
$1.62B
$2.23K ﹤0.01%
58
PFGC icon
699
Performance Food Group
PFGC
$17.8B
$2.23K ﹤0.01%
26
+6
FTV icon
700
Fortive
FTV
$19B
$2.21K ﹤0.01%
40
+18