CM
Cornerstone Management Portfolio holdings
AUM
$575M
This Quarter Return
-3.42%
1 Year Return
+10.88%
3 Year Return
+35.14%
5 Year Return
+50.71%
10 Year Return
+93.04%
AUM
$407M
AUM Growth
+$407M
(+12%)
Cap. Flow
+$59.1M
Cap. Flow
% of AUM
14.51%
Top 10 Holdings %
Top 10 Hldgs %
78.25%
Holding
262
New
31
Increased
31
Reduced
18
Closed
10
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$568K |
| 2 |
ACBI
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
|
$393K |
| 3 |
IBM
IBM
|
$311K |
| 4 |
Coca-Cola
KO
|
$211K |
| 5 |
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% |
