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
$261M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.59M
3
+$4.19M
4
YALL icon
God Bless America ETF
YALL
+$2.65M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$995K

Top Sells

1
+$3.64M
2
+$3.6M
3
+$3.18M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.66M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.78M

Sector Composition

1 Technology 2.56%
2 Consumer Staples 1.13%
3 Materials 1.05%
4 Consumer Discretionary 0.98%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 1.41%
29,813
-1,507
27
$3.34M 1.28%
15,419
-1,763
28
$2.74M 1.05%
9,108
-4,492
29
$2.58M 0.99%
33,470
-34,535
30
$2.55M 0.98%
13,449
-848
31
$2.32M 0.89%
21,802
-14,043
32
$2.16M 0.83%
3,148
-81
33
$2.11M 0.81%
4,337
+237
34
$1.79M 0.69%
50,506
+5,214
35
$1.62M 0.62%
3,630
+650
36
$1.58M 0.61%
8,487
-5,228
37
$1.47M 0.56%
30,863
+3,572
38
$1.41M 0.54%
20,698
-176
39
$1.38M 0.53%
3,436
-53
40
$1.33M 0.51%
6,302
+18
41
$1.17M 0.45%
20,091
+2,287
42
$1.16M 0.44%
8,943
+6,263
43
$1.16M 0.44%
4,801
-267
44
$1.01M 0.39%
6,420
+73
45
$1.01M 0.39%
6,727
+91
46
$995K 0.38%
+11,830
47
$979K 0.38%
6,755
+43
48
$918K 0.35%
+5,067
49
$779K 0.3%
5,118
-1
50
$706K 0.27%
+4,746
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