CFAM
Coury Firm Asset Management Portfolio holdings
AUM
$62.6M
This Quarter Return
+3.18%
1 Year Return
+16.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.56%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$19.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$19.1M |
| 3 |
iShares MBS ETF
MBB
|
$14M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.9M |
| 5 |
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% |
