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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
UVV icon
951
Universal Corp
UVV
$1.29B
$1.05K ﹤0.01%
20
SGML icon
952
Sigma Lithium
SGML
$1.33B
$1.05K ﹤0.01%
85
EOSE icon
953
Eos Energy Enterprises
EOSE
$1.56B
$1.05K ﹤0.01%
211
MOS icon
954
The Mosaic Company
MOS
$6.84B
$1.05K ﹤0.01%
41
DOV icon
955
Dover
DOV
$29B
$1.04K ﹤0.01%
5
+2
ODC icon
956
Oil-Dri
ODC
$1.51B
$1.04K ﹤0.01%
16
QTWO icon
957
Q2 Holdings
QTWO
$3.24B
$1.04K ﹤0.01%
+22
AEVA
958
Aeva Technologies
AEVA
$1.43B
$1.04K ﹤0.01%
79
INMD icon
959
InMode
INMD
$878M
$1.04K ﹤0.01%
+76
CLX icon
960
Clorox
CLX
$11.7B
$1.04K ﹤0.01%
10
+5
Z icon
961
Zillow
Z
$7.37B
$1.03K ﹤0.01%
25
+12
BILL icon
962
BILL Holdings
BILL
$4.12B
$1.03K ﹤0.01%
+27
MMSI icon
963
Merit Medical Systems
MMSI
$4.38B
$1.03K ﹤0.01%
15
+7
CRDO icon
964
Credo Technology Group
CRDO
$48.1B
$1.03K ﹤0.01%
11
-10
KVYO icon
965
Klaviyo
KVYO
$5.06B
$1.03K ﹤0.01%
+53
HAS icon
966
Hasbro
HAS
$11.2B
$1.03K ﹤0.01%
11
ORKA
967
Oruka Therapeutics
ORKA
$5.23B
$1.03K ﹤0.01%
21
BBAI icon
968
BigBear.ai
BBAI
$1.57B
$1.03K ﹤0.01%
292
CUBE icon
969
CubeSmart
CUBE
$9.1B
$1.03K ﹤0.01%
28
NTNX icon
970
Nutanix
NTNX
$14.8B
$1.03K ﹤0.01%
27
+13
RDN icon
971
Radian Group
RDN
$5.03B
$1.02K ﹤0.01%
31
+15
BOKF icon
972
BOK Financial
BOKF
$8.43B
$1.02K ﹤0.01%
8
APA icon
973
APA Corp
APA
$11.8B
$1.02K ﹤0.01%
24
HR icon
974
Healthcare Realty
HR
$7.17B
$1.02K ﹤0.01%
60
DXC icon
975
DXC Technology
DXC
$1.51B
$1.02K ﹤0.01%
+81