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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.6M
3
+$1.53M
4
BND icon
Vanguard Total Bond Market
BND
+$1.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.29M

Top Sells

1
+$1.66M
2
+$1.49M
3
+$497K
4
AMED
Amedisys
AMED
+$470K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$422K

Sector Composition

1 Technology 1.33%
2 Consumer Staples 1.14%
3 Consumer Discretionary 0.6%
4 Industrials 0.49%
5 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.04%
27,547
+1,919
27
$1.97M 1.01%
13,894
+214
28
$1.85M 0.95%
17,599
-120
29
$1.84M 0.94%
28,805
-6,594
30
$1.74M 0.89%
34,693
+561
31
$1.69M 0.86%
43,526
+14,344
32
$1.55M 0.79%
3,466
-303
33
$1.43M 0.73%
117,668
+48,582
34
$1.22M 0.62%
40,167
+12,332
35
$1.06M 0.54%
29,502
+12,460
36
$974K 0.5%
2,267
-142
37
$966K 0.49%
32,490
38
$956K 0.49%
3,417
39
$667K 0.34%
4,765
+44
40
$654K 0.33%
4,000
+200
41
$630K 0.32%
2,227
+189
42
$602K 0.31%
10,221
+23
43
$548K 0.28%
2,001
-9
44
$520K 0.27%
2,567
-16
45
$379K 0.19%
7,214
-1,140
46
$315K 0.16%
3,119
+72
47
$308K 0.16%
909
-30
48
$278K 0.14%
7,778
-1,223
49
$272K 0.14%
6,414
-221
50
$270K 0.14%
7,895
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