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
$407M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$5.92M
3
+$5.78M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.82M

Top Sells

1
+$14.8M
2
+$6.13M
3
+$5.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$4.52M
5
VIS icon
Vanguard Industrials ETF
VIS
+$3.95M

Sector Composition

1 Technology 2.71%
2 Consumer Staples 1.03%
3 Consumer Discretionary 0.8%
4 Financials 0.76%
5 Materials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.22M 1.28%
19,730
+17,619
27
$4.48M 1.1%
15,562
+6,376
28
$3.78M 0.93%
104,500
+18,259
29
$3.2M 0.79%
64,103
+11,034
30
$3.05M 0.75%
8,745
31
$2.73M 0.67%
15,805
+5,735
32
$2.51M 0.62%
42,726
+7,595
33
$2.5M 0.61%
11,421
-1,281
34
$2.49M 0.61%
2,632
-349
35
$2.48M 0.61%
4,426
+199
36
$2.3M 0.56%
21,217
+1,140
37
$2.04M 0.5%
3,968
+555
38
$1.81M 0.44%
22,539
+907
39
$1.8M 0.44%
4,807
+351
40
$1.61M 0.4%
+12,440
41
$1.48M 0.36%
7,793
+824
42
$1.4M 0.34%
2,633
+290
43
$1.34M 0.33%
26,634
+4,404
44
$1.34M 0.33%
4,865
+410
45
$1.13M 0.28%
6,638
+4,395
46
$1.12M 0.27%
6,683
+87
47
$1.12M 0.27%
4,785
-48
48
$1.07M 0.26%
2,291
+490
49
$988K 0.24%
15,158
50
$986K 0.24%
8,291
+1,810
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