CM

Cornerstone Management Portfolio holdings

AUM $605M
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.24M
2 +$3.12M
3 +$786K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$715K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$272K

Top Sells

1 +$1.82M
2 +$892K
3 +$639K
4
VUG icon
Vanguard Growth ETF
VUG
+$364K
5
GL icon
Globe Life
GL
+$143K

Sector Composition

1 Financials 1.9%
2 Industrials 0.57%
3 Utilities 0.25%
4 Consumer Staples 0.23%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,909