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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$499K Buy
64,424
+6,688
+12% +$51.8K 0.63% 21
2025
Q1 		$406K Buy
57,736
+17,396
+43% +$122K 0.39% 23
2024
Q4 		$344K Buy
+40,340
New +$344K 0.33% 26