Vestpro Financial Partners, Inc. dba CPF Texas

data from 30/09/2018

Capitalization

$ 210.087 M 11.42 %

Average holding period

3 ans

Performance

$ 7.349 M 3.97 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Vestpro Financial Partners, Inc. dba CPF Texas

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/09/30 MUB iShares ETFs/USA 3.13% 6.574 M $ 60907 2017/12/31 -81.809 K $ -1.26 %
2018/09/30 SDY State Street ETF/USA 2.94% 6.169 M $ 62994 2017/12/31 328.314 K $ 5.53 %
2018/09/30 SHM State Street ETF/USA 2.75% 5.769 M $ 120974 2017/12/31 -37.694 K $ -0.67 %
2018/09/30 ITOT iShares ETFs/USA 2.70% 5.666 M $ 85037 2017/12/31 367.955 K $ 6.78 %
2018/09/30 VanEck Vectors ETFs/USA 2.67% 5.613 M $ 240816 2017/12/31 -57.239 K $ -1.06 %
2018/09/30 XMLV Invesco ETFs/USA 2.54% 5.334 M $ 109884 2018/06/30 124.689 K $ 2.38 %
2018/09/30 IDV iShares ETFs/USA 2.40% 5.044 M $ 154586 2017/12/31 90.268 K $ 1.81 %
2018/09/30 TFI State Street ETF/USA 2.36% 4.960 M $ 104462 2017/12/31 -61.668 K $ -1.31 %
2018/09/30 VYM Vanguard ETF/USA 2.26% 4.738 M $ 54402 2017/12/31 242.870 K $ 5.33 %
2018/09/30 IUSB iShares ETFs/USA 2.24% 4.712 M $ 95887 2017/12/31 -23.780 K $ -0.73 %
2018/09/30 SHY iShares ETFs/USA 2.20% 4.615 M $ 55537 2017/12/31 -24.966 K $ -0.53 %
2018/09/30 LVHD Legg Mason ETF Investment Trus 1.85% 3.887 M $ 126914 2017/12/31 83.740 K $ 2.28 %
2018/09/30 FLOT iShares ETFs/USA 1.77% 3.728 M $ 73064 2017/12/31 -5.108 K $ -0.14 %
2018/09/30 DLN WisdomTree ETFs/USA 1.73% 3.638 M $ 38132 2017/12/31 233.599 K $ 6.77 %
2018/09/30 GSLC Goldman Sachs ETF Trust 1.53% 3.223 M $ 54857 2017/12/31 217.652 K $ 7.49 %
2018/09/30 DEM WisdomTree ETFs/USA 1.47% 3.087 M $ 70682 2017/12/31 70.832 K $ 2.36 %
2018/09/30 URTH iShares ETFs/USA 1.44% 3.018 M $ 32881 2017/12/31 148.870 K $ 5.34 %
2018/09/30 TOTL State Street ETF/USA 1.43% 3.014 M $ 63783 2017/12/31 -31.017 K $ -1.03 %
2018/09/30 IVV iShares ETFs/USA 1.33% 2.797 M $ 9556 2017/12/31 75.430 K $ 7.63 %
2018/09/30 XSLV Invesco ETFs/USA 1.32% 2.764 M $ 55910 2018/06/30 24.930 K $ 0.91 %
2018/09/30 CVS CVS HEALTH CORP 1.27% 2.678 M $ 34016 2017/12/31 491.102 K $ 23.54 %
2018/09/30 AON AON PLC 1.16% 2.434 M $ 15825 2017/12/31 279.786 K $ 12.89 %
2018/09/30 VO Vanguard ETF/USA 1.14% 2.386 M $ 14532 2017/12/31 17.500 K $ 3.91 %
2018/09/30 XLV State Street ETF/USA 1.14% 2.386 M $ 25075 2018/03/31 0.000 $ 0.00 %
2018/09/30 ABBV ABBVIE INC 1.11% 2.342 M $ 24767 2017/12/31 55.633 K $ 2.54 %
2018/09/30 XLE State Street ETF/USA 1.08% 2.260 M $ 29834 2018/03/31 25.199 K $ 1.12 %
2018/09/30 SABR SABRE CORP 1.06% 2.226 M $ 85343 2018/03/31 59.771 K $ 2.84 %
2018/09/30 XLB State Street ETF/USA 1.05% 2.205 M $ 38056 2017/12/31 16.419 K $ 0.76 %
2018/09/30 MSFT MICROSOFT CORP 1.04% 2.176 M $ 19026 2017/12/31 336.090 K $ 17.24 %
2018/09/30 DON WisdomTree ETFs/USA 1.03% 2.173 M $ 58916 2017/12/31 54.958 K $ 2.60 %
2018/09/30 VFH Vanguard ETF/USA 1.02% 2.150 M $ 30990 2018/09/30 0.000 $ 0.00 %
2018/09/30 WMT WALMART INC 0.97% 2.045 M $ 21774 2017/12/31 136.077 K $ 10.23 %
2018/09/30 USMV iShares ETFs/USA 0.96% 2.027 M $ 35543 2017/12/31 139.826 K $ 7.28 %
2018/09/30 IPG INTERPUBLIC GROUP OF COS INC 0.94% 1.983 M $ 86715 2017/12/31 -58.597 K $ -2.30 %
2018/09/30 AMGN AMGEN INC 0.93% 1.957 M $ 9443 2017/12/31 210.812 K $ 12.09 %
2018/09/30 ORI OLD REPUBLIC INTL CORP 0.93% 1.953 M $ 87244 2018/03/31 190.503 K $ 10.95 %
2018/09/30 CINF CINCINNATI FINANCIAL CORP 0.93% 1.948 M $ 25366 2018/03/31 206.963 K $ 12.73 %
2018/09/30 AFG AMERICAN FINANCIAL GROUP INC 0.86% 1.803 M $ 16248 2018/03/31 43.078 K $ 2.48 %
2018/09/30 CCL CARNIVAL CORP 0.85% 1.785 M $ 27992 2018/03/31 161.828 K $ 10.89 %
2018/09/30 HBI HANESBRANDS INC 0.83% 1.741 M $ 94488 2017/12/31 -368.611 K $ -18.44 %
2018/09/30 FNF FIDELITY NATIONAL FINANCIAL 0.82% 1.719 M $ 43684 2018/03/31 45.085 K $ 2.74 %
2018/09/30 PFE PFIZER INC 0.80% 1.674 M $ 37983 2017/12/31 303.242 K $ 22.02 %
2018/09/30 COST COSTCO WHOLESALE CORP 0.78% 1.642 M $ 6990 2017/12/31 179.433 K $ 12.28 %
2018/09/30 WM WASTE MANAGEMENT INC 0.75% 1.572 M $ 17400 2017/12/31 153.641 K $ 10.86 %
2018/09/30 IUSV iShares ETFs/USA 0.73% 1.524 M $ 27039 2017/12/31 73.804 K $ 5.40 %
2018/09/30 IWR iShares ETFs/USA 0.72% 1.523 M $ 6906 2017/12/31 50.561 K $ 3.60 %
2018/09/30 BRK-B BERKSHIRE HATHAWAY INC-CL B 0.71% 1.495 M $ 6982 2018/06/30 196.403 K $ 15.07 %
2018/09/30 VV Vanguard ETF/USA 0.70% 1.476 M $ 11057 2018/09/30 0.000 $ 0.00 %
2018/09/30 XOM EXXON MOBIL CORP 0.66% 1.379 M $ 16222 2017/12/31 49.963 K $ 3.72 %
2018/09/30 ESRX EXPRESS SCRIPTS HOLDING CO 0.64% 1.348 M $ 14184 2017/12/31 253.184 K $ 23.12 %
2018/09/30 VTV Vanguard ETF/USA 0.63% 1.326 M $ 11983 2017/12/31 50.947 K $ 7.05 %
2018/09/30 JNJ JOHNSON & JOHNSON 0.62% 1.307 M $ 9460 2017/12/31 164.415 K $ 15.13 %
2018/09/30 MCD MCDONALD'S CORP 0.62% 1.303 M $ 7790 2017/12/31 84.231 K $ 6.37 %
2018/09/30 IUSG iShares ETFs/USA 0.55% 1.156 M $ 18604 2017/12/31 18.795 K $ 8.87 %
2018/09/30 AAPL APPLE INC 0.55% 1.151 M $ 5100 2017/12/31 229.771 K $ 22.77 %
2018/09/30 XBI State Street ETF/USA 0.55% 1.150 M $ 12000 2017/12/31 -7.199 K $ -0.63 %
2018/09/30 VB Vanguard ETF/USA 0.54% 1.144 M $ 7038 2017/12/31 14.741 K $ 3.39 %
2018/09/30 JPM JPMORGAN CHASE & CO 0.52% 1.099 M $ 9736 2017/12/31 92.172 K $ 8.92 %
2018/09/30 FV First Trust ETFs/USA 0.48% 1.006 M $ 32567 2017/12/31 37.790 K $ 4.48 %
2018/09/30 AGG iShares ETFs/USA 0.46% 956.000 K $ 9063 2017/12/31 -16.088 K $ -1.02 %
2018/09/30 HD HOME DEPOT INC 0.45% 953.000 K $ 4600 2017/12/31 63.750 K $ 6.41 %
2018/09/30 IHDG WisdomTree ETFs/USA 0.45% 944.000 K $ 29415 2017/12/31 13.174 K $ 1.48 %
2018/09/30 CMCSA COMCAST CORP-CLASS A 0.42% 881.000 K $ 24871 2017/12/31 16.617 K $ 8.27 %
2018/09/30 CVX CHEVRON CORP 0.42% 880.000 K $ 7200 2017/12/31 -14.688 K $ -1.61 %
2018/09/30 XLU State Street ETF/USA 0.41% 871.000 K $ 16541 2017/12/31 8.454 K $ 0.98 %
2018/09/30 PRAXAIR INC 0.41% 868.000 K $ 5400 2017/12/31 13.986 K $ 1.64 %
2018/09/30 NVS NOVARTIS AG-SPONSORED ADR 0.41% 867.000 K $ 10067 2017/12/31 101.449 K $ 13.35 %
2018/09/30 VUG Vanguard ETF/USA 0.41% 867.000 K $ 5384 2017/12/31 39.532 K $ 7.75 %
2018/09/30 LUV SOUTHWEST AIRLINES CO 0.40% 842.000 K $ 13481 2017/12/31 37.870 K $ 21.28 %
2018/09/30 OXY OCCIDENTAL PETROLEUM CORP 0.40% 842.000 K $ 10250 2017/12/31 -5.637 K $ -0.66 %
2018/09/30 CPRT COPART INC 0.40% 835.000 K $ 16200 2017/12/31 -63.504 K $ -6.93 %
2018/09/30 SPTM State Street ETF/USA 0.39% 824.000 K $ 22752 2018/03/31 24.577 K $ 6.68 %
2018/09/30 EMR EMERSON ELECTRIC CO 0.39% 821.000 K $ 10725 2017/12/31 91.162 K $ 12.29 %
2018/09/30 GWW WW GRAINGER INC 0.38% 805.000 K $ 2252 2017/12/31 107.195 K $ 15.42 %
2018/09/30 KO COCA-COLA CO/THE 0.38% 796.000 K $ 17240 2017/12/31 40.858 K $ 5.40 %
2018/09/30 IWM iShares ETFs/USA 0.37% 771.000 K $ 4573 2017/12/31 11.253 K $ 1.56 %
2018/09/30 PEP PEPSICO INC 0.35% 727.000 K $ 6500 2017/12/31 13.505 K $ 1.69 %
2018/09/30 MMC MARSH & MCLENNAN COS 0.35% 725.000 K $ 8760 2017/12/31 12.702 K $ 1.77 %
2018/09/30 PG PROCTER & GAMBLE CO/THE 0.34% 706.000 K $ 8488 2017/12/31 47.617 K $ 7.18 %
2018/09/30 MO ALTRIA GROUP INC 0.33% 702.000 K $ 11647 2018/09/30 0.000 $ 0.00 %
2018/09/30 PSX PHILLIPS 66 0.33% 697.000 K $ 6183 2017/12/31 13.553 K $ 1.93 %
2018/09/30 IBM INTL BUSINESS MACHINES CORP 0.33% 688.000 K $ 4547 2017/12/31 2.125 K $ 9.66 %
2018/09/30 WBA WALGREENS BOOTS ALLIANCE INC 0.32% 666.000 K $ 9139 2017/12/31 114.447 K $ 20.73 %
2018/09/30 FL FOOT LOCKER INC 0.31% 659.000 K $ 12930 2018/03/31 -31.840 K $ -4.66 %
2018/09/30 EIS iShares ETFs/USA 0.31% 657.000 K $ 11737 2018/09/30 0.000 $ 0.00 %
2018/09/30 SBUX STARBUCKS CORP 0.31% 653.000 K $ 11484 2018/03/31 66.371 K $ 13.77 %
2018/09/30 EWJ iShares ETFs/USA 0.31% 646.000 K $ 10733 2017/12/31 54.000 $ 5.46 %
2018/09/30 BRK-A BERKSHIRE HATHAWAY INC-CL A 0.30% 640.000 K $ 2 2017/12/31 79.780 K $ 14.15 %
2018/09/30 CAH CARDINAL HEALTH INC 0.30% 634.000 K $ 11742 2018/06/30 49.280 K $ 10.46 %
2018/09/30 DAL DELTA AIR LINES INC 0.30% 628.000 K $ 10858 2018/09/30 0.000 $ 0.00 %
2018/09/30 GIGB Goldman Sachs ETF Trust 0.30% 625.000 K $ 13020 2018/06/30 0.000 $ 0.00 %
2018/09/30 EWC iShares ETFs/USA 0.30% 623.000 K $ 21634 2018/09/30 0.000 $ 0.00 %
2018/09/30 ENZL iShares ETFs/USA 0.30% 622.000 K $ 12805 2018/09/30 0.000 $ 0.00 %
2018/09/30 BAC BANK OF AMERICA CORP 0.28% 597.000 K $ 20278 2017/12/31 29.442 K $ 5.18 %
2018/09/30 IWC iShares ETFs/USA 0.28% 597.000 K $ 5619 2017/12/31 -1.813 K $ -1.20 %
2018/09/30 EWK iShares ETFs/USA 0.28% 594.000 K $ 30960 2018/03/31 0.000 $ 0.00 %
2018/09/30 BB&T CORP 0.28% 587.000 K $ 12100 2018/09/30 0.000 $ 0.00 %
2018/09/30 T AT&T INC 0.28% 586.000 K $ 17461 2017/12/31 26.209 K $ 4.29 %
2018/09/30 PKI PERKINELMER INC 0.28% 584.000 K $ 6000 2017/12/31 141.059 K $ 32.13 %
2018/09/30 VOE Vanguard ETF/USA 0.28% 578.000 K $ 5111 2017/12/31 6.902 K $ 2.14 %