CFAM

Coury Firm Asset Management Portfolio holdings

AUM $62.6M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$19.1M
3
+$14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$12.9M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.52%
2 Technology 2.58%
3 Consumer Discretionary 1.43%
4 Communication Services 1.33%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$754K 0.57%
+3,388
27
$748K 0.57%
+40,000
28
$649K 0.49%
+11,895
29
$621K 0.47%
+2,462
30
$590K 0.45%
+2,199
31
$589K 0.45%
+3,388
32
$571K 0.43%
+2,795
33
$560K 0.43%
+2,561
34
$558K 0.42%
+7,470
35
$531K 0.4%
+3,575
36
$445K 0.34%
+7,530
37
$441K 0.34%
+5,121
38
$432K 0.33%
+9,868
39
$420K 0.32%
+9,450
40
$401K 0.3%
+8,179
41
$377K 0.29%
+7,379
42
$366K 0.28%
+1,527
43
$330K 0.25%
+936
44
$309K 0.23%
+2,227
45
$305K 0.23%
+2,391
46
$305K 0.23%
+974
47
$293K 0.22%
+8,332
48
$278K 0.21%
+3,318
49
$277K 0.21%
+7,000
50
$272K 0.21%
+1,716
1
2
3