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Christopher J. McKinley

@Cornerstone Advisors Asset Management, Inc

Latest period2024 - Q3ReportedManaged Assets$452.369MTotal holdings105
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Advisors Asset Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Cornerstone Advisors Asset Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 452.369M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Christopher J. McKinley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHXSchwab Strategic Tr
Recent Activity
New Position
11.93%
$53.933M
794,880 shares@ $67.86 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
New Position
6.31%
$28.544M
816,462 shares@ $34.97 avg price
SPABSpdr Ser Tr
Recent Activity
New Position
6.31%
$28.541M
1.092M shares@ $26.14 avg price
IVVIshares Tr
Recent Activity
New Position
6.22%
$28.098M
48,713 shares@ $576.82 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
6.04%
$27.311M
536,773 shares@ $50.88 avg price
VEUVanguard Intl Equity Index F
Recent Activity
New Position
6.01%
$27.165M
431,190 shares@ $63.01 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
4.48%
$20.243M
299,858 shares@ $67.52 avg price
MMINNew York Life Invts Active E
Recent Activity
New Position
4.05%
$18.276M
743,537 shares@ $24.59 avg price
SGOVIshares Tr
Recent Activity
New Position
3.02%
$13.625M
135,281 shares@ $100.72 avg price
VVVanguard Index Fds
Recent Activity
New Position
2.43%
$10.988M
41,733 shares@ $263.3 avg price