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
51
$267K 0.2%
+14,372
52
$266K 0.2%
+10,000
53
$246K 0.19%
+1,755
54
$238K 0.18%
+934
55
$228K 0.17%
+1,472
56
$225K 0.17%
+1,594
57
$223K 0.17%
+986
58
$221K 0.17%
+1,274
59
$207K 0.16%
+9,830
60
$202K 0.15%
+1,757
61
$142K 0.11%
+10,108
62
$69K 0.05%
+11,100
1 2
3