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
$229M
AUM Growth
-$752K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.83M
3
+$3.75M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.42M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.71M

Top Sells

1
+$11.5M
2
+$4.48M
3
+$1.07M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.05M
5
VPU icon
Vanguard Utilities ETF
VPU
+$975K

Sector Composition

1 Technology 2.46%
2 Materials 1.51%
3 Consumer Staples 1.12%
4 Consumer Discretionary 0.92%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.46%
17,182
-645
27
$3.29M 1.44%
31,320
-663
28
$2.61M 1.14%
14,297
-288
29
$2.35M 1.03%
13,715
+3,614
30
$1.82M 0.8%
3,229
-112
31
$1.75M 0.76%
4,100
-58
32
$1.71M 0.74%
+13,457
33
$1.54M 0.67%
45,292
+6,110
34
$1.31M 0.57%
6,284
+321
35
$1.29M 0.56%
27,291
+3,659
36
$1.24M 0.54%
20,874
+333
37
$1.17M 0.51%
2,980
+2
38
$1.13M 0.49%
6,712
+228
39
$1.1M 0.48%
3,489
+548
40
$1.08M 0.47%
5,068
+370
41
$1.03M 0.45%
2,951
-200
42
$1.03M 0.45%
17,804
+2,419
43
$915K 0.4%
6,636
-76
44
$822K 0.36%
4,023
+2,160
45
$807K 0.35%
6,347
+736
46
$784K 0.34%
+5,983
47
$747K 0.33%
5,119
+1
48
$733K 0.32%
17,208
-121
49
$617K 0.27%
5,244
+47
50
$482K 0.21%
12,305
+1,840
1
2
3 4