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
$299M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.08M
3
+$802K
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$801K
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$801K

Top Sells

1
+$1.02M
2
+$328K
3
+$264K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$202K
5
GLD icon
SPDR Gold Trust
GLD
+$163K

Sector Composition

1 Technology 2.71%
2 Consumer Staples 1.24%
3 Materials 0.88%
4 Consumer Discretionary 0.88%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.34%
28,999
+205
27
$3.62M 1.21%
15,393
-24
28
$2.71M 0.91%
13,335
-30
29
$2.65M 0.88%
8,864
-244
30
$2.58M 0.86%
33,391
+15
31
$2.34M 0.78%
2,757
-386
32
$2.3M 0.77%
4,235
+24
33
$2.12M 0.71%
59,922
+3,999
34
$1.95M 0.65%
18,232
-13
35
$1.78M 0.59%
36,642
+2,322
36
$1.75M 0.59%
3,924
+560
37
$1.74M 0.58%
13,640
-108
38
$1.71M 0.57%
21,379
+1,134
39
$1.55M 0.52%
7,218
-760
40
$1.39M 0.47%
24,021
+1,729
41
$1.39M 0.46%
2,770
-264
42
$1.3M 0.44%
8,813
-101
43
$1.24M 0.41%
7,715
+123
44
$1.24M 0.41%
6,401
+48
45
$1.2M 0.4%
4,489
+58
46
$1.15M 0.39%
5,236
+246
47
$1.04M 0.35%
6,666
+186
48
$970K 0.32%
5,033
-34
49
$887K 0.3%
4,871
+161
50
$875K 0.29%
18,185
-777
1
2
3 4