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
$243M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$8.09M
3
+$8.06M
4
VIS icon
Vanguard Industrials ETF
VIS
+$6.09M
5
SHW icon
Sherwin-Williams
SHW
+$3.05M

Top Sells

1
+$7.1M
2
+$5.39M
3
+$4.26M
4
GLD icon
SPDR Gold Trust
GLD
+$4.05M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.05M

Sector Composition

1 Technology 2.59%
2 Materials 1.61%
3 Consumer Staples 1.15%
4 Consumer Discretionary 0.96%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.31%
51,922
+30,054
27
$2.73M 1.12%
28,722
+3,121
28
$2.59M 1.06%
+24,194
29
$2.42M 0.99%
64,071
+29,022
30
$2.28M 0.94%
21,067
+300
31
$2.27M 0.93%
19,537
+5,727
32
$2.18M 0.89%
59,776
+11,154
33
$2.03M 0.84%
64,014
+14,314
34
$2M 0.82%
8,783
-2,947
35
$1.99M 0.82%
24,573
+4,746
36
$1.98M 0.81%
3,441
+39
37
$1.97M 0.81%
64,822
+29,666
38
$1.9M 0.78%
9,782
+128
39
$1.84M 0.76%
40,235
-16,165
40
$1.77M 0.73%
37,597
+16,543
41
$1.75M 0.72%
26,452
-2,373
42
$1.47M 0.61%
23,276
+10,748
43
$1.45M 0.6%
68,660
+37,104
44
$1.35M 0.55%
6,670
-2,234
45
$1.13M 0.46%
2,504
+235
46
$1.08M 0.45%
3,514
+19
47
$946K 0.39%
8,064
-3,396
48
$811K 0.33%
5,309
+200
49
$753K 0.31%
4,620
+800
50
$748K 0.31%
16,217
-6,797
1
2
3 4