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CFP
Curran Financial Partners Portfolio holdings
AUM
$559M
1-Year Est. Return
13.69%
This Fund
S&P 500
This Quarter
Est. Return
+1.79%
1 Year Est. Return
+13.69%
3 Year Est. Return
+46.14%
5 Year Est. Return
+49.5%
10 Year Est. Return
–
AUM
$559M
AUM Growth
+$32.1M
(+6.1%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
4.93%
Top 10 Holdings %
Top 10 Hldgs %
49.16%
Holding
139
New
10
Increased
64
Reduced
47
Closed
12
Top Buys
| 1 |
BNY Mellon Core Bond ETF
BKAG
|
+$8.98M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$8.05M |
| 3 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$7.05M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$6.58M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$4.59M |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$16.1M |
| 2 |
Vanguard Financials ETF
VFH
|
+$6.92M |
| 3 |
Vanguard Communication Services ETF
VOX
|
+$5.07M |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
+$5.05M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$4.52M |
Sector Composition
| 1 | Technology | 2.65% |
| 2 | Consumer Discretionary | 0.75% |
| 3 | Consumer Staples | 0.73% |
| 4 | Communication Services | 0.53% |
| 5 | Materials | 0.52% |
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