Cornerstone Total Return (CRF) - mutual fund managed by its fund company. The fund allocates 31.28% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Apple, Inc. at 6.95% of total assets. This is followed by Microsoft Corporation (5.70%) and Alphabet, Inc. Class C (3.55%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple, Inc. | 6.95% | - | - |
| Microsoft Corporation | 5.70% | - | - |
| Alphabet, Inc. Class C | 3.55% | - | - |
| Amazon.com, Inc. | 3.42% | - | - |
| NVIDIA Corporation | 2.68% | - | - |
| Technology Select Sector SPDR Fund (The) | 2.21% | - | - |
| Tesla, Inc. | 1.91% | - | - |
| Invesco QQQ Trust Series 1 | 1.79% | - | - |
| UnitedHealth Group, Inc. | 1.56% | - | - |
| Meta Platforms, Inc. Class A | 1.51% | - | - |
| Apple Inc | 6.75% | - | - |
| Amazon.com Inc | 6.39% | - | - |
| Microsoft Corp | 5.12% | - | - |
| Alphabet Inc Class C | 4.59% | - | - |
| Berkshire Hathaway Inc Class B | 3.40% | - | - |
| NVIDIA Corp | 3.00% | - | - |
| UnitedHealth Group Inc | 2.50% | - | - |
| Procter & Gamble Co | 2.46% | - | - |
| Johnson & Johnson | 2.29% | - | - |
| JPMorgan Chase & Co | 2.07% | - | - |