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Lisa Ellen Smith

@Cornerstone Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$479.189MTotal holdings53
Assets growth rate5.37%Assets growth rate (2-Q avg)3.16%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Cornerstone Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 479.189M in assets, with a quarterly growth rate of 5.37% and a 2-quarter average growth rate of 3.16%. The portfolio is managed by Lisa Ellen Smith, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIBLNorthern Lts Fd Tr Iv
Recent Activity
Exited
0%
$375,623
9,890 shares@ $37.99 avg price
MGKVanguard World Fd
Recent Activity
Exited
0%
$205,180
653 shares@ $314.22 avg price