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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 0.07% | $305,815 533 shares@ $573.77 avg price | Increased 0.95% |
BNDVanguard Bd Index Fds
| 0.07% | $295,033 3,928 shares@ $75.12 avg price | Increased 7.36% |
TFCTruist Finl Corp
| 0.06% | $253,969 5,938 shares@ $42.78 avg price | Increased 7.56% |