CM
Cornerstone Management Portfolio holdings
AUM
$575M
This Quarter Return
+5.02%
1 Year Return
+10.88%
3 Year Return
+35.14%
5 Year Return
+50.71%
10 Year Return
+93.04%
AUM
$362M
AUM Growth
+$362M
(-4.6%)
Cap. Flow
-$33M
Cap. Flow
% of AUM
-9.1%
Top 10 Holdings %
Top 10 Hldgs %
78.16%
Holding
234
New
180
Increased
19
Reduced
23
Closed
3
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.81M |
| 2 |
Vanguard Growth ETF
VUG
|
$957K |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$582K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$366K |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$305K |
Top Sells
Sector Composition
| 1 | Financials | 1.9% |
| 2 | Industrials | 0.52% |
| 3 | Utilities | 0.36% |
| 4 | Consumer Staples | 0.34% |
| 5 | Technology | 0.31% |
