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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10M
3
+$7.65M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.79M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$6.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.36%
2 Consumer Staples 1.87%
3 Healthcare 0.92%
4 Industrials 0.86%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.2%
+6,658
52
$232K 0.2%
+3,085
53
$218K 0.19%
+16,720
54
$214K 0.18%
+11,730
55
$209K 0.18%
+7,843
56
$209K 0.18%
+8,076
57
$207K 0.18%
+3,959
58
$200K 0.17%
+4,984
1 2
3