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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 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
ATRO icon
701
Astronics
ATRO
$3.58B
$2.2K ﹤0.01%
40
AKAM icon
702
Akamai
AKAM
$18.3B
$2.18K ﹤0.01%
19
+5
CVLT icon
703
Commault Systems
CVLT
$6.24B
$2.18K ﹤0.01%
+28
DKS icon
704
Dick's Sporting Goods
DKS
$19.5B
$2.18K ﹤0.01%
11
+3
DRS icon
705
Leonardo DRS
DRS
$11.8B
$2.18K ﹤0.01%
49
+13
CACI icon
706
CACI
CACI
$10.7B
$2.17K ﹤0.01%
4
NVMI
707
Nova
NVMI
$15.1B
$2.17K ﹤0.01%
5
PK icon
708
Park Hotels & Resorts
PK
$2.85B
$2.17K ﹤0.01%
206
TEVA icon
709
Teva Pharmaceuticals
TEVA
$38.4B
$2.17K ﹤0.01%
72
+17
NXPI icon
710
NXP Semiconductors
NXPI
$73.8B
$2.17K ﹤0.01%
11
+6
MAMA icon
711
Mama's Creations
MAMA
$886M
$2.16K ﹤0.01%
141
BP icon
712
BP
BP
$101B
$2.16K ﹤0.01%
46
-75
EFX icon
713
Equifax
EFX
$19.8B
$2.16K ﹤0.01%
12
+10
IGSB icon
714
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
$2.15K ﹤0.01%
41
CGAU
715
Centerra Gold
CGAU
$3.22B
$2.15K ﹤0.01%
121
SE icon
716
Sea Limited
SE
$68.1B
$2.15K ﹤0.01%
26
+6
PTC icon
717
PTC
PTC
$14.4B
$2.14K ﹤0.01%
15
+3
VTRS icon
718
Viatris
VTRS
$18.9B
$2.13K ﹤0.01%
158
TE
719
T1 Energy Inc
TE
$1.91B
$2.11K ﹤0.01%
481
CRBG icon
720
Corebridge Financial
CRBG
$13.8B
$2.1K ﹤0.01%
88
+23
MDGL icon
721
Madrigal Pharmaceuticals
MDGL
$12.4B
$2.09K ﹤0.01%
4
KNSA icon
722
Kiniksa Pharmaceuticals
KNSA
$4.88B
$2.07K ﹤0.01%
43
+11
MFA
723
MFA Financial
MFA
$965M
$2.07K ﹤0.01%
216
BJ icon
724
BJs Wholesale Club
BJ
$11.2B
$2.07K ﹤0.01%
21
P
725
Everpure Inc
P
$26.4B
$2.07K ﹤0.01%
35
+8