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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 60,907 | 6,574.0 | +2.00% | 3.570 | +0.07% | 0.030 | -1.62% | -2.11% | 38,715.2 | ||
SDY | SPDR Dividend ETF | 62,994 | 6,169.0 | -1.57% | 3.350 | -0.06% | 0.040 | -2.50% | -1.15% | 19,188.4 | ||
SHM | SPDR Nuveen Bloomberg Short Term Municipal Bond ET | 120,974 | 5,769.0 | +2.70% | 3.130 | +0.08% | 0.120 | -0.13% | +0.06% | 3,376.0 | ||
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 85,037 | 5,666.0 | -2.01% | 3.080 | -0.07% | 0.020 | -12.68% | -8.92% | 61,828.8 | ||
ITM | VanEck Intermediate Muni ETF | 120,408 | 5,613.0 | New Holding | 3.050 | +3.05% | 0.650 | -1.56% | -2.31% | 1,824.3 | ||
XMLV | Invesco S&P MidCap Low Volatility ETF | 109,884 | 5,334.0 | New Holding | 2.890 | +2.89% | 0.500 | -2.79% | -1.19% | 779.4 | ||
IDV | iShares International Select Dividend ETF | 154,586 | 5,044.0 | -0.67% | 2.740 | -0.02% | 0.100 | +13.11% | +16.21% | 4,489.0 | ||
TFI | SPDR Nuveen Bloomberg Municipal Bond ETF | 104,462 | 4,960.0 | +6.72% | 2.690 | +0.17% | 0.100 | -2.17% | -2.58% | 3,054.0 | ||
VYM | Vanguard High Dividend Yield Indx ETF | 54,402 | 4,738.0 | -0.77% | 2.570 | -0.02% | 0.010 | -7.77% | -3.86% | 61,903.5 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 55,537 | 4,615.0 | -2.13% | 2.500 | -0.07% | 0.020 | +1.70% | +1.83% | 23,916.6 |
Vestpro Financial Partners, Inc. dba CPF Texas's Historical Top Holdings Breakdowns
Vestpro Financial Partners, Inc. dba CPF Texas Total Holding History ($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 % |
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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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