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
126
$28.2K 0.01%
+600
127
$27.1K 0.01%
177
128
$26.6K 0.01%
+880
129
$25.6K 0.01%
300
130
$25.1K 0.01%
180
131
$24.9K 0.01%
116
132
$24.8K 0.01%
+900
133
$24.7K 0.01%
303
134
$24.1K 0.01%
+860
135
$24K 0.01%
+3,000
136
$23.6K 0.01%
220
137
$23.5K 0.01%
+500
138
$23K 0.01%
465
139
$22.9K 0.01%
+408
140
$22.9K 0.01%
350
141
$22.8K 0.01%
429
142
$22.2K 0.01%
1,100
143
$21.6K 0.01%
107
144
$21.6K 0.01%
+1,500
145
$21.3K 0.01%
260
146
$21K 0.01%
140
147
$21K 0.01%
154
148
$20.6K 0.01%
85
149
$20.5K 0.01%
524
150
$20K ﹤0.01%
200