VF
| |
Vestpro Financial Partners, Inc. dba CPF Texas13F | |
| Vestpro Financial Partners, Inc. dba CPF Texas | |
| Last update 2018-11-14 | 222 Stocks (34 new) |
| Value $184.00 Mil | Turnover 22 % |
Vestpro Financial Partners, In... Top Holdings of 2018-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 60,907 | 6,574.0 | +2.00% | 3.570 | +0.07% | 0.030 | +0.86% | -1.27% | 37,843.6 | ||
SDY | SPDR Dividend ETF | 62,994 | 6,169.0 | -1.57% | 3.350 | -0.06% | 0.040 | +8.70% | +7.44% | 20,523.7 | ||
SHM |
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
| 120,974 | 5,769.0 | +2.70% | 3.130 | +0.08% | 0.120 | +2.32% | +2.38% | 3,412.9 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 85,037 | 5,666.0 | -2.01% | 3.080 | -0.07% | 0.020 | +19.19% | +8.56% | 73,027.8 | ||
ITM | VanEck Intermediate Muni ETF | 120,408 | 5,613.0 | New Holding | 3.050 | +3.05% | 0.650 | +2.02% | -0.33% | 1,858.6 | ||
XMLV |
Invesco S&P MidCap Low Volatility ETF
Invesco S&P MidCap Low Volatility ETF
| 109,884 | 5,334.0 | New Holding | 2.890 | +2.89% | 0.500 | +5.17% | +3.92% | 816.2 | ||
IDV |
iShares International Select Dividend ETF
iShares International Select Dividend ETF
| 154,586 | 5,044.0 | -0.67% | 2.740 | -0.02% | 0.100 | +16.64% | +35.54% | 5,567.9 | ||
TFI |
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
| 104,462 | 4,960.0 | +6.72% | 2.690 | +0.17% | 0.100 | +1.20% | -1.40% | 3,158.0 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 54,402 | 4,738.0 | -0.77% | 2.570 | -0.02% | 0.010 | +12.89% | +8.53% | 59,769.5 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 55,537 | 4,615.0 | -2.13% | 2.500 | -0.07% | 0.020 | +0.84% | +2.69% | 23,688.1 |
Vestpro Financial Partners, Inc. dba CPF Texas's Historical Top Holdings Breakdowns
Vestpro Financial Partners, Inc. dba CPF Texas Total Holding History ($B)
Vestpro Financial Partners, Inc. dba CPF Texas's Asset Allocation
Vestpro Financial Partners, Inc. dba CPF Texas Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Vestpro Financial Partners, Inc. dba CPF Texas's Hypothetical Growth since 2018-09-30
Vestpro Financial Partners, Inc. dba CPF Texas's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Vestpro Financial Partners, Inc. dba CPF Texas's Holdings Heat Map
Size field:
Vestpro Financial Partners, Inc. dba CPF Texas's Holdings Bubble Chart
Vestpro Financial Partners, Inc. dba CPF Texas News
- 1
Discussions on Vestpro Financial Partners, Inc. dba CPF Texas
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers