CFM
Cornerstone Financial Management Portfolio holdings
AUM
$106M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$106M
AUM Growth
–
Holding
1,241
Top Buys
| 1 | +$5.35M | |
| 2 | +$5.14M | |
| 3 | +$5.03M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$5.03M |
| 5 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$3.96M |
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 | |
|---|---|---|---|---|---|---|
1226
Pliant Therapeutics
PLRX
$78.7M
| $389 | ﹤0.01% |
+319
|
|
||
|
TLX
1227
Telix Pharmaceuticals
TLX
$2.27B
| $382 | ﹤0.01% |
+51
|
|
||
1228
Scilex Holding
SCLX
$57.9M
| $317 | ﹤0.01% |
+26
|
|
||
|
ONC
1229
BeOne Medicines Ltd
ONC
$39B
| $304 | ﹤0.01% |
+1
|
|
||
|
CCC
1230
CCC Intelligent Solutions
CCC
$4.06B
| $294 | ﹤0.01% |
+37
|
|
||
|
WBUY
1231
DELISTED
WEBUY GLOBAL LTD. Ordinary Shares
WBUY
| $208 | ﹤0.01% |
+160
|
|
||
1232
Pyxis Oncology
PYXS
$94.6M
| $198 | ﹤0.01% |
+172
|
|
||
1233
QuantumScape Corp
QS
$4.23B
| $180 | ﹤0.01% |
+17
|
|
||
1234
Microvast
MVST
$765M
| $103 | ﹤0.01% |
+37
|
|
||
1235
Gores Guggenheim
PSNY
$1.82B
| $64 | ﹤0.01% |
+3
|
|
||
|
MENS
1236
Jyong Biotech
MENS
$180M
| $55 | ﹤0.01% |
+14
|
|
||
|
GLIBK
1237
GCI Liberty Inc Series C
GLIBK
$1.56B
| $37 | ﹤0.01% |
+1
|
|
||
1238
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.2B
| – | – |
0
|
|
||
1239
Wolfspeed
WOLF
$923M
| $17 | ﹤0.01% |
+1
|
|
||
1240
Lucid Motors
LCID
$3.33B
| $11 | ﹤0.01% |
+1
|
|
||
1241
iShares Fallen Angels USD Bond ETF
FALN
$1.88B
| – | – |
0
|
|