CFAM

Coury Firm Asset Management Portfolio holdings

AUM $62.6M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.4M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$2.63M
3
+$1.22M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$821K
5
BP icon
BP
BP
+$306K

Top Sells

1
+$10.1M
2
+$4.59M
3
+$3.52M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.43M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.26M

Sector Composition

1 Financials 5.59%
2 Technology 3.29%
3 Energy 1.73%
4 Industrials 1.69%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
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