CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+5.92%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$453M
AUM Growth
+$453M
(+11%)
Cap. Flow
+$30.8M
Cap. Flow
% of AUM
6.81%
Top 10 Holdings %
Top 10 Hldgs %
47.58%
Holding
126
New
26
Increased
52
Reduced
34
Closed
6
Top Buys
Top Sells
Sector Composition
1 | Technology | 4.02% |
2 | Consumer Staples | 0.91% |
3 | Consumer Discretionary | 0.89% |
4 | Materials | 0.66% |
5 | Communication Services | 0.62% |