SWIM
CRF

Smallwood Wealth Investment Management’s Cornerstone Total Return Fund CRF Stock Holding History

Smallwood Wealth Investment Management’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
Q1 		$7.18K Buy
+1,020
New +$7.18K ﹤0.01% 331