CORNERSTONE ADVISORS INC
Filing Date
Dec 31, 2021
3Y Alpha vs SPY
-21.2%
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
+78.1%
Annualised alpha
-21.2%
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 |
11 positions ·
$0 total
· Consumer Defensive only
· as of Dec 31, 2021
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SYY |
Sysco Corp
Consumer Defensive
|
First | 0 | $0 | — | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 0 | $0 | — | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
First | 0 | $0 | — | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
First | 0 | $0 | — | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 0 | $0 | — | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
First | 0 | $0 | — | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 0 | $0 | — | |
| DG |
Dollar General Corp
Consumer Defensive
|
First | 0 | $0 | — | |
| TGT |
Target Corp
Consumer Defensive
|
First | 0 | $0 | — | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 0 | $0 | — | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 0 | $0 | — |