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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
GPI icon
876
Group 1 Automotive
GPI
$3.57B
$1.32K ﹤0.01%
4
TNL icon
877
Travel + Leisure Co
TNL
$4.64B
$1.31K ﹤0.01%
19
+7
EQH icon
878
Equitable Holdings
EQH
$12.8B
$1.3K ﹤0.01%
35
+16
SANM icon
879
Sanmina
SANM
$11.2B
$1.3K ﹤0.01%
10
HLI icon
880
Houlihan Lokey
HLI
$9.35B
$1.29K ﹤0.01%
9
+4
MSM icon
881
MSC Industrial Direct
MSM
$6.87B
$1.29K ﹤0.01%
14
AEIS icon
882
Advanced Energy
AEIS
$12.3B
$1.29K ﹤0.01%
+4
DMC
883
Del Monte Corp
DMC
$1.35B
$1.29K ﹤0.01%
32
CC icon
884
Chemours
CC
$2.68B
$1.28K ﹤0.01%
58
AAL icon
885
American Airlines Group
AAL
$11.2B
$1.27K ﹤0.01%
118
NXST icon
886
Nexstar Media Group
NXST
$5.32B
$1.27K ﹤0.01%
7
BDC icon
887
Belden
BDC
$4.17B
$1.26K ﹤0.01%
11
+4
WIX icon
888
WIX.com
WIX
$2.1B
$1.26K ﹤0.01%
14
+8
GAP
889
The Gap Inc
GAP
$7.01B
$1.26K ﹤0.01%
52
ERIE icon
890
Erie Indemnity
ERIE
$13.2B
$1.26K ﹤0.01%
+5
SEPN
891
Septerna Inc
SEPN
$1.62B
$1.25K ﹤0.01%
52
LDOS icon
892
Leidos
LDOS
$13.5B
$1.24K ﹤0.01%
8
VCTR icon
893
Victory Capital Holdings
VCTR
$5.77B
$1.24K ﹤0.01%
19
CRNX icon
894
Crinetics Pharmaceuticals
CRNX
$8.85B
$1.24K ﹤0.01%
34
FUTU icon
895
Futu Holdings
FUTU
$13.5B
$1.23K ﹤0.01%
9
OUST icon
896
Ouster
OUST
$2.91B
$1.23K ﹤0.01%
67
CMC icon
897
Commercial Metals
CMC
$6.93B
$1.23K ﹤0.01%
20
+8
PINS icon
898
Pinterest
PINS
$12.6B
$1.23K ﹤0.01%
67
+8
INCY icon
899
Incyte
INCY
$23.3B
$1.22K ﹤0.01%
13
+5
WDFC icon
900
WD-40
WDFC
$3.56B
$1.22K ﹤0.01%
6
-2