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
$207M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$11.6M
3
+$7.02M
4
VFH icon
Vanguard Financials ETF
VFH
+$4.95M
5
VIS icon
Vanguard Industrials ETF
VIS
+$3.63M

Top Sells

1
+$7.49M
2
+$7.26M
3
+$7.12M
4
VTV icon
Vanguard Value ETF
VTV
+$6.94M
5
GLD icon
SPDR Gold Trust
GLD
+$6.91M

Sector Composition

1 Technology 1.89%
2 Materials 1.66%
3 Consumer Staples 1.12%
4 Consumer Discretionary 0.81%
5 Energy 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.54%
170,122
+25,900
27
$3.19M 1.54%
+16,676
28
$3.06M 1.48%
18,060
-40,739
29
$2.2M 1.06%
+18,139
30
$1.97M 0.95%
12,844
+8,646
31
$1.56M 0.75%
3,421
-77
32
$1.49M 0.72%
44,067
-4,591
33
$1.39M 0.67%
27,432
-3,292
34
$1.29M 0.62%
+15,625
35
$1.21M 0.58%
6,074
-281
36
$1.14M 0.55%
2,981
+495
37
$1.13M 0.55%
+6,665
38
$1.13M 0.55%
43,712
-5,034
39
$1.08M 0.52%
6,037
-387
40
$1.04M 0.5%
23,668
-3,003
41
$935K 0.45%
+3,027
42
$933K 0.45%
4,881
-674
43
$929K 0.45%
6,620
-49,435
44
$857K 0.41%
15,855
-1,583
45
$829K 0.4%
18,499
-3,128
46
$750K 0.36%
4,947
-215
47
$692K 0.33%
2,887
-736
48
$536K 0.26%
4,856
-610
49
$459K 0.22%
5,469
-222
50
$444K 0.21%
2,073
+7
1
2
3