VF
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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
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 60,907 | 6,574.0 | +2.00% | 3.570 | +0.07% | 0.030 | -0.35% | -3.11% | 38,301.5 | ||
SDY | SPDR Dividend ETF | 62,994 | 6,169.0 | -1.57% | 3.350 | -0.06% | 0.040 | +7.10% | +4.94% | 20,336.1 | ||
SHM |
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
| 120,974 | 5,769.0 | +2.70% | 3.130 | +0.08% | 0.120 | +1.53% | +1.01% | 3,410.8 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 85,037 | 5,666.0 | -2.01% | 3.080 | -0.07% | 0.020 | +19.66% | +6.81% | 72,171.6 | ||
ITM | VanEck Intermediate Muni ETF | 120,408 | 5,613.0 | New Holding | 3.050 | +3.05% | 0.650 | +0.71% | -1.95% | 1,855.6 | ||
XMLV |
Invesco S&P MidCap Low Volatility ETF
Invesco S&P MidCap Low Volatility ETF
| 109,884 | 5,334.0 | New Holding | 2.890 | +2.89% | 0.500 | +3.86% | +1.36% | 809.5 | ||
IDV |
iShares International Select Dividend ETF
iShares International Select Dividend ETF
| 154,586 | 5,044.0 | -0.67% | 2.740 | -0.02% | 0.100 | +12.05% | +27.32% | 5,383.5 | ||
TFI |
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
| 104,462 | 4,960.0 | +6.72% | 2.690 | +0.17% | 0.100 | 0% | -3.05% | 3,182.4 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 54,402 | 4,738.0 | -0.77% | 2.570 | -0.02% | 0.010 | +11.46% | +5.56% | 58,807.4 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 55,537 | 4,615.0 | -2.13% | 2.500 | -0.07% | 0.020 | -0.27% | +0.67% | 23,709.9 |
Vestpro Financial Partners, Inc. dba CPF Texas's Historical Top Holdings Breakdowns
Vestpro Financial Partners, Inc. dba CPF Texas Total Holding History ($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 |
|---|---|---|---|---|
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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
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Vestpro Financial Partners, Inc. dba CPF Texas's Holdings Bubble Chart
Vestpro Financial Partners, Inc. dba CPF Texas News
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