CFP

Curran Financial Partners Portfolio holdings

AUM $505M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.31M
3
+$4.99M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.78M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.23M

Top Sells

1
+$10M
2
+$6M
3
+$414K
4
SYE
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust
SYE
+$258K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$209K

Sector Composition

1 Technology 1.96%
2 Consumer Staples 1.45%
3 Industrials 0.91%
4 Consumer Discretionary 0.78%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.05%
21,460
-2,631
27
$1.41M 1.01%
15,343
+2,567
28
$1.38M 0.99%
3,922
-165
29
$1.23M 0.88%
7,102
+875
30
$1.19M 0.86%
13,823
+6,732
31
$1.06M 0.76%
33,090
32
$875K 0.63%
2,209
+384
33
$841K 0.6%
3,417
34
$635K 0.46%
4,692
+35
35
$603K 0.43%
3,900
+880
36
$571K 0.41%
10,220
+1,225
37
$545K 0.39%
11,113
+2,171
38
$543K 0.39%
2,304
+510
39
$483K 0.35%
2,538
-81
40
$468K 0.34%
2,848
-8
41
$415K 0.3%
1,707
+34
42
$382K 0.27%
10,595
43
$359K 0.26%
1,903
-78
44
$328K 0.24%
+9,927
45
$328K 0.24%
1,240
-57
46
$322K 0.23%
+8,391
47
$318K 0.23%
+6,256
48
$316K 0.23%
+10,051
49
$304K 0.22%
2,897
50
$301K 0.22%
18,360
+6,630
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