MCFP
CRF

Mallini Complete Financial Planning’s Cornerstone Total Return Fund CRF Stock Holding History

Mallini Complete Financial Planning’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615K Buy
85,676
+6,710
+8% +$48.2K 0.44% 19
2026
Q1 		$549K Buy
78,966
+7,060
+10% +$53.1K 0.43% 17
2025
Q4 		$576K Buy
71,906
+3,358
+5% +$26.8K 0.46% 18
2025
Q3 		$551K Buy
68,548
+4,124
+6% +$32.4K 0.45% 18
2025
Q2 		$499K Buy
64,424
+6,688
+12% +$47.5K 0.63% 21
2025
Q1 		$406K Buy
57,736
+17,396
+43% +$141K 0.39% 23
2024
Q4 		$344K Buy
+40,340
New +$343K 0.33% 26

Other funds holding CRF

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return