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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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,241
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.27%
2 Financials 2.89%
3 Healthcare 1.83%
4 Consumer Discretionary 1.7%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ORKA
1076
Oruka Therapeutics
ORKA
$5.23B
$637 ﹤0.01%
+21
ENLT icon
1077
Enlight Renewable Energy
ENLT
$11.5B
$636 ﹤0.01%
+14
LULU icon
1078
lululemon athletica
LULU
$13.5B
$623 ﹤0.01%
+3
WIX icon
1079
WIX.com
WIX
$2.1B
$623 ﹤0.01%
+6
ARBE icon
1080
Arbe Robotics
ARBE
$87.4M
$621 ﹤0.01%
+526
REG icon
1081
Regency Centers
REG
$14.6B
$621 ﹤0.01%
+9
TRTX
1082
TPG RE Finance Trust
TRTX
$659M
$620 ﹤0.01%
+72
FMS icon
1083
Fresenius Medical Care
FMS
$12.8B
$619 ﹤0.01%
+26
AXTA icon
1084
Axalta
AXTA
$6.96B
$614 ﹤0.01%
+19
EGO icon
1085
Eldorado Gold
EGO
$7.88B
$611 ﹤0.01%
+17
SSTK icon
1086
Shutterstock
SSTK
$312M
$611 ﹤0.01%
+32
TAL icon
1087
TAL Education Group
TAL
$5.72B
$611 ﹤0.01%
+56
ENPH icon
1088
Enphase Energy
ENPH
$5.91B
$609 ﹤0.01%
+19
EVTL icon
1089
Vertical Aerospace
EVTL
$211M
$608 ﹤0.01%
+114
BXP icon
1090
Boston Properties
BXP
$10.7B
$607 ﹤0.01%
+9
ENVX icon
1091
Enovix
ENVX
$1.13B
$607 ﹤0.01%
+83
WWD icon
1092
Woodward
WWD
$24.2B
$605 ﹤0.01%
+2
TXG icon
1093
10x Genomics
TXG
$5.42B
$603 ﹤0.01%
+37
TROX icon
1094
Tronox
TROX
$979M
$600 ﹤0.01%
+144
CTEV
1095
Claritev Corp
CTEV
$533M
$599 ﹤0.01%
+14
DXCM icon
1096
DexCom
DXCM
$28.9B
$597 ﹤0.01%
+9
PEGA icon
1097
Pegasystems
PEGA
$5.22B
$597 ﹤0.01%
+10
IMCR icon
1098
Immunocore
IMCR
$1.63B
$590 ﹤0.01%
+17
KRNT icon
1099
Kornit Digital
KRNT
$733M
$590 ﹤0.01%
+41
MNDY icon
1100
monday.com
MNDY
$3.54B
$590 ﹤0.01%
+4