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Home > Institutional Investor > Cornerstone Advisors Asset Management, Llc > Profile

Instuitional Investor - Cornerstone Advisors Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Cornerstone Advisors Asset Management, Llc
Portfolio Value $519,349,006
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,855,136 $69,779,529 13.44%
2.
Spdr Series Trust
 1,469,560 $37,620,726 7.24%
3.
Vanguard Intl Equity Index Funds
 VWO 552,570 $37,143,781 7.15%
4.
Hartford Fds Exchange Traded - TOTAL RTRN ETF
 976,942 $33,089,011 6.37%
5.
Ishares Trust
 IEF 49,146 $30,514,732 5.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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