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Home > Institutional Investor > Coury Firm Asset Management Llc > Profile

Instuitional Investor - Coury Firm Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Coury Firm Asset Management Llc
Portfolio Value $62,580,793
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 200,129 $13,792,877 22.04%
2.
Spdr S & P 500 Etf Trust
 SPY 26,634 $11,385,360 18.19%
3.
Vanguard Index Fds
 13,489 $5,297,116 8.46%
4.
Ishares Trust
 IEF 109,179 $4,143,331 6.62%
5.
Spdr Series Trust
 122,572 $3,593,811 5.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)