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
$407M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.1M
3
+$8.09M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$5.51M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.46M

Top Sells

1
+$568K
2
+$393K
3
+$311K
4
KO icon
Coca-Cola
KO
+$211K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$133K

Sector Composition

1 Financials 1.73%
2 Industrials 0.52%
3 Utilities 0.33%
4 Consumer Staples 0.26%
5 Technology 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81.6K 0.02%
1,088
77
$76.8K 0.02%
3,853
78
$76.2K 0.02%
568
79
$74.1K 0.02%
1,186
80
$72.3K 0.02%
520
81
$70.5K 0.02%
1,008
82
$69K 0.02%
673
83
$66.2K 0.02%
866
84
$65.3K 0.02%
390
85
$64.5K 0.02%
+1,200
86
$62.9K 0.02%
791
87
$59.6K 0.01%
597
88
$59.2K 0.01%
625
89
$59K 0.01%
2,187
90
$58.7K 0.01%
384
91
$58.4K 0.01%
1,226
-493
92
$57.3K 0.01%
1,799
93
$56K 0.01%
344
94
$54.9K 0.01%
1,051
95
$51.7K 0.01%
162
96
$51.6K 0.01%
189
97
$49.2K 0.01%
596
98
$46.7K 0.01%
837
99
$45.9K 0.01%
283
100
$45.6K 0.01%
539
+1
2 3
4
5 6