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
$71.2M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.03M
3
+$805K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$625K
5
UNH icon
UnitedHealth
UNH
+$422K

Top Sells

1
+$40.9M
2
+$30.3M
3
+$14.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.88M

Sector Composition

1 Financials 8.27%
2 Technology 7%
3 Industrials 2.2%
4 Communication Services 1.93%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$447K 0.63%
6,590
-1,850
27
$422K 0.59%
+893
28
$412K 0.58%
10,088
+26
29
$405K 0.57%
+2,209
30
$404K 0.57%
10,000
31
$399K 0.56%
2,236
+2
32
$387K 0.54%
3,950
+55
33
$357K 0.5%
1,918
34
$354K 0.5%
3,229
+1,269
35
$345K 0.49%
2,124
-298
36
$341K 0.48%
2,614
+920
37
$340K 0.48%
1,850
38
$333K 0.47%
5,489
-2,690
39
$322K 0.45%
7,883
+503
40
$315K 0.44%
3,580
+345
41
$314K 0.44%
6,956
42
$312K 0.44%
+1,011
43
$307K 0.43%
966
-2
44
$302K 0.42%
8,136
+61
45
$281K 0.39%
+1,271
46
$261K 0.37%
1,973
+10
47
$256K 0.36%
5,500
-1,500
48
$238K 0.34%
1,308
+18
49
$235K 0.33%
+1,242
50
$235K 0.33%
+1,909
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