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
51
$214K 0.3%
+1,005
52
$210K 0.3%
10,925
+13
53
$210K 0.29%
+422
54
$203K 0.28%
+961
55
$35.9K 0.05%
17,600
56
– –
-3,464
57
– –
-38,256
1 2
3