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
$381M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.8M
3
+$2.75M
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$2.58M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.54M

Top Sells

1
+$4.98M
2
+$1.68M
3
+$1.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.13M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.07M

Sector Composition

1 Technology 3.1%
2 Consumer Staples 1.17%
3 Consumer Discretionary 0.91%
4 Materials 0.78%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.02M 1.32%
13,361
-564
27
$4.52M 1.19%
29,184
-355
28
$4.28M 1.12%
54,381
+19,466
29
$3.95M 1.04%
15,510
+155
30
$3.11M 0.82%
86,241
+16,483
31
$2.97M 0.78%
8,745
-16
32
$2.76M 0.73%
25,946
+7,569
33
$2.73M 0.72%
2,981
+186
34
$2.7M 0.71%
20,077
+8,738
35
$2.68M 0.71%
12,702
+241
36
$2.57M 0.67%
53,069
+10,363
37
$2.48M 0.65%
4,227
-184
38
$2.22M 0.58%
9,186
+1,808
39
$2.04M 0.54%
35,131
+7,032
40
$1.9M 0.5%
21,632
-556
41
$1.88M 0.49%
4,456
+522
42
$1.84M 0.48%
3,413
+146
43
$1.7M 0.45%
10,070
+1,476
44
$1.53M 0.4%
6,969
+665
45
$1.29M 0.34%
4,455
-16
46
$1.19M 0.31%
4,833
-305
47
$1.12M 0.29%
15,158
-598
48
$1.07M 0.28%
22,230
+3,732
49
$1.06M 0.28%
2,343
+402
50
$1.03M 0.27%
5,418
+632
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