CORNERSTONE ADVISORS INC
Filing Date
Dec 31, 2021
3Y Alpha vs SPY
-20.8%
Period ended 4 years ago
Filed May 12, 2022 · 4y
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.0%
SPY
+76.3%
Annualised alpha
-20.8%
Max drawdown
−0.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Sector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
157 positions ·
$0 total
· as of Dec 31, 2021
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 157 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
Financial Services
|
First | 0 | $0 | — | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
First | 0 | $0 | — | |
| TDG |
TransDigm Group INC
Industrials
|
First | 0 | $0 | — | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 0 | $0 | — | |
| ADI |
Analog Devices Inc
Technology
|
First | 0 | $0 | — | |
| GGZ |
Gabelli Global Small & Mid Cap Value Trust
Financial Services
|
First | 0 | $0 | — | |
| C |
Citigroup Inc
Financial Services
|
First | 0 | $0 | — | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 0 | $0 | — | |
| MDT |
Medtronic plc
Healthcare
|
First | 0 | $0 | — | |
| GM |
General Motors Co
Consumer Cyclical
|
First | 0 | $0 | — | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 0 | $0 | — | |
| V |
Visa Inc.
Financial Services
|
First | 0 | $0 | — | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 0 | $0 | — | |
| NVDA |
Nvidia Corp
Technology
|
First | 0 | $0 | — | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 0 | $0 | — | |
| BSX |
Boston Scientific Corp
Healthcare
|
First | 0 | $0 | — | |
| INTC |
Intel Corp
Technology
|
First | 0 | $0 | — | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 0 | $0 | — | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
First | 0 | $0 | — | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
First | 0 | $0 | — | |
| BA |
Boeing Co
Industrials
|
First | 0 | $0 | — | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 0 | $0 | — | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
First | 0 | $0 | — | |
| ELV |
Elevance Health, Inc.
Healthcare
|
First | 0 | $0 | — | |
| SBAC |
Sba Communications Corp
Real Estate
|
First | 0 | $0 | — | |
| MSFT |
Microsoft Corp
Technology
|
First | 0 | $0 | — | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 0 | $0 | — | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 0 | $0 | — | |
| SYY |
Sysco Corp
Consumer Defensive
|
First | 0 | $0 | — | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
First | 0 | $0 | — | |
| UNP |
Union Pacific Corp
Industrials
|
First | 0 | $0 | — | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
First | 0 | $0 | — | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 0 | $0 | — | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 0 | $0 | — | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
First | 0 | $0 | — | |
| GRX |
Gabelli Healthcare & WellnessRx Trust
Financial Services
|
First | 0 | $0 | — | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 0 | $0 | — | |
| DOW |
Dow Inc.
Basic Materials
|
First | 0 | $0 | — | |
| AON |
Aon plc
Financial Services
|
First | 0 | $0 | — | |
| F |
Ford Motor Co
Consumer Cyclical
|
First | 0 | $0 | — | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 0 | $0 | — | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 0 | $0 | — | |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
First | 0 | $0 | — | |
| FDX |
Fedex Corp
Industrials
|
First | 0 | $0 | — | |
| CRM |
Salesforce, Inc.
Technology
|
First | 0 | $0 | — | |
| PEO |
Adams Natural Resources Fund, Inc.
Financial Services
|
First | 0 | $0 | — | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 0 | $0 | — | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
First | 0 | $0 | — | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 0 | $0 | — | |
| IFF |
International Flavors & Fragrances Inc
Basic Materials
|
First | 0 | $0 | — |