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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
LEA icon
726
Lear
LEA
$6.82B
$2.06K ﹤0.01%
17
WRB icon
727
W.R. Berkley
WRB
$26.9B
$2.06K ﹤0.01%
31
GIB icon
728
CGI
GIB
$14B
$2.05K ﹤0.01%
28
-34
LVS icon
729
Las Vegas Sands
LVS
$30.9B
$2.05K ﹤0.01%
38
+9
NOMD icon
730
Nomad Foods
NOMD
$1.61B
$2.05K ﹤0.01%
213
+49
R icon
731
Ryder
R
$10.4B
$2.05K ﹤0.01%
10
+5
UNM icon
732
Unum
UNM
$14B
$2.04K ﹤0.01%
28
JOYY
733
JOYY Inc
JOYY
$3.55B
$2.04K ﹤0.01%
35
LOPE icon
734
Grand Canyon Education
LOPE
$4B
$2.04K ﹤0.01%
12
INVH icon
735
Invitation Homes
INVH
$17.6B
$2.04K ﹤0.01%
82
-7
TECK icon
736
Teck Resources
TECK
$29.3B
$2.02K ﹤0.01%
39
+11
GPC icon
737
Genuine Parts
GPC
$17.3B
$2.01K ﹤0.01%
19
+10
MLI icon
738
Mueller Industries
MLI
$12.6B
$1.99K ﹤0.01%
36
CHRW icon
739
C.H. Robinson
CHRW
$22.8B
$1.99K ﹤0.01%
12
BBY icon
740
Best Buy
BBY
$17.5B
$1.99K ﹤0.01%
31
+17
VRSN icon
741
VeriSign
VRSN
$24.6B
$1.99K ﹤0.01%
8
+4
CAMT icon
742
Camtek
CAMT
$6.71B
$1.97K ﹤0.01%
13
+3
PEN icon
743
Penumbra
PEN
$12.5B
$1.97K ﹤0.01%
6
CRVL icon
744
CorVel
CRVL
$3.18B
$1.97K ﹤0.01%
+36
IOT icon
745
Samsara
IOT
$21.4B
$1.97K ﹤0.01%
62
+2
WFG icon
746
West Fraser Timber
WFG
$5.27B
$1.96K ﹤0.01%
30
+8
AGO icon
747
Assured Guaranty
AGO
$3.64B
$1.96K ﹤0.01%
24
+11
BR icon
748
Broadridge
BR
$17.1B
$1.95K ﹤0.01%
12
+10
BWLP icon
749
BW LPG
BWLP
$2.99B
$1.93K ﹤0.01%
111
USB icon
750
US Bancorp
USB
$97.2B
$1.92K ﹤0.01%
+37