CFP

Curran Financial Partners Portfolio holdings

AUM $559M
1-Year Est. Return 13.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$4.26M
3
+$4.21M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.85M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$3.42M

Top Sells

1
+$3.93M
2
+$3.84M
3
+$3.61M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.14M
5
BND icon
Vanguard Total Bond Market
BND
+$3.11M

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 0.86%
3 Consumer Staples 0.78%
4 Communication Services 0.6%
5 Materials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 1.1%
149,599
+28,871
27
$5.09M 1.01%
27,281
+5,732
28
$4.94M 0.98%
12,458
-370
29
$4.87M 0.96%
18,774
+16,791
30
$4.82M 0.95%
25,660
-752
31
$4.62M 0.91%
91,303
+17,132
32
$4.39M 0.87%
+103,100
33
$4.19M 0.83%
14,140
-529
34
$3.9M 0.77%
+46,333
35
$3.65M 0.72%
62,007
+12,393
36
$3.45M 0.68%
+144,165
37
$3.42M 0.68%
9,615
+433
38
$3.35M 0.66%
6,460
+128
39
$3.19M 0.63%
4,785
+181
40
$3M 0.59%
8,662
-83
41
$2.54M 0.5%
11,903
-471
42
$2.46M 0.49%
2,662
+35
43
$2.44M 0.48%
23,350
+132
44
$2.31M 0.46%
3,765
-134
45
$2.29M 0.45%
+84,791
46
$2.03M 0.4%
6,192
+1,129
47
$2.01M 0.4%
3,355
+772
48
$1.95M 0.39%
8,900
-202
49
$1.86M 0.37%
37,635
+7,070
50
$1.67M 0.33%
13,257
-1,347
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