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CORNERSTONE ADVISORS INC

Location
ASHEVILLE, NC
Portfolio Value
Micro $0
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 SPY

Hypothetical 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

Portfolio Positions

Export CSV View 13F filing
18 positions · $0 total · Technology only · as of Dec 31, 2021
Ticker Company Shares Value (USD) % of Portfolio History