CFM

Cornerstone Financial Management Portfolio holdings

AUM $106M
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
MLAB icon
1126
Mesa Laboratories
MLAB
$525M
$550 ﹤0.01%
+7
FRPT icon
1127
Freshpet
FRPT
$3.89B
$548 ﹤0.01%
+9
RDY icon
1128
Dr. Reddy's Laboratories
RDY
$12.2B
$548 ﹤0.01%
+39
THG icon
1129
Hanover Insurance
THG
$6.19B
$548 ﹤0.01%
+3
ALTG icon
1130
Alta Equipment Group
ALTG
$212M
$547 ﹤0.01%
+119
DOCU
1131
DocuSign
DOCU
$8.66B
$547 ﹤0.01%
+8
TKC icon
1132
Turkcell
TKC
$6.05B
$547 ﹤0.01%
+100
BTG icon
1133
B2Gold
BTG
$8.28B
$546 ﹤0.01%
+121
AMPL icon
1134
Amplitude
AMPL
$890M
$544 ﹤0.01%
+47
RVLV icon
1135
Revolve Group
RVLV
$1.74B
$543 ﹤0.01%
+18
SPT icon
1136
Sprout Social
SPT
$400M
$541 ﹤0.01%
+48
HMY icon
1137
Harmony Gold Mining
HMY
$13.5B
$537 ﹤0.01%
+27
APG icon
1138
APi Group
APG
$19.3B
$536 ﹤0.01%
+14
AOS icon
1139
A.O. Smith
AOS
$10.6B
$535 ﹤0.01%
+8
BKE icon
1140
Buckle
BKE
$2.76B
$534 ﹤0.01%
+10
NVEC icon
1141
NVE Corp
NVEC
$345M
$534 ﹤0.01%
+9
QLYS icon
1142
Qualys
QLYS
$3.27B
$532 ﹤0.01%
+4
COLD icon
1143
Americold
COLD
$3.74B
$527 ﹤0.01%
+41
DUOL icon
1144
Duolingo
DUOL
$5.16B
$527 ﹤0.01%
+3
MTH icon
1145
Meritage Homes
MTH
$4.98B
$526 ﹤0.01%
+8
SMPL icon
1146
Simply Good Foods
SMPL
$1.56B
$522 ﹤0.01%
+26
SOBO
1147
South Bow Corp
SOBO
$6.81B
$522 ﹤0.01%
+19
WEYS icon
1148
Weyco Group
WEYS
$305M
$520 ﹤0.01%
+17
HTHT icon
1149
Huazhu Hotels Group
HTHT
$16.8B
$518 ﹤0.01%
+11
MEOH icon
1150
Methanex
MEOH
$3.74B
$516 ﹤0.01%
+13