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
$288M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$1.52M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.08M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$421K

Top Sells

1
+$567K
2
+$468K
3
+$445K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$382K
5
LOW icon
Lowe's Companies
LOW
+$334K

Sector Composition

1 Technology 2.36%
2 Consumer Staples 1.24%
3 Materials 1.1%
4 Consumer Discretionary 0.92%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.31%
28,794
-1,019
27
$3.76M 1.31%
15,417
-2
28
$3.16M 1.1%
9,108
29
$2.73M 0.95%
13,365
-84
30
$2.59M 0.9%
33,376
-94
31
$2.3M 0.8%
3,143
-5
32
$2.2M 0.77%
4,211
-126
33
$2M 0.69%
55,923
+5,417
34
$1.96M 0.68%
18,245
-3,557
35
$1.81M 0.63%
+13,748
36
$1.64M 0.57%
34,320
+3,457
37
$1.64M 0.57%
7,978
-509
38
$1.48M 0.52%
20,245
-453
39
$1.46M 0.51%
3,034
-596
40
$1.42M 0.49%
3,364
-72
41
$1.29M 0.45%
22,292
+2,201
42
$1.27M 0.44%
4,990
-1,312
43
$1.27M 0.44%
8,914
-29
44
$1.24M 0.43%
7,592
+865
45
$1.15M 0.4%
4,431
-370
46
$1.15M 0.4%
6,353
-67
47
$1.08M 0.38%
+18,962
48
$1.04M 0.36%
5,067
49
$1.02M 0.36%
6,480
-275
50
$1.02M 0.35%
11,745
-85
1
2
3 4