CFP

Curran Financial Partners Portfolio holdings

AUM $527M
1-Year Est. Return 12.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.41M
3
+$5.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.77M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.24M

Top Sells

1
+$10M
2
+$6.02M
3
+$414K
4
SYE
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust
SYE
+$258K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$209K

Sector Composition

1 Technology 1.96%
2 Consumer Staples 1.45%
3 Industrials 0.91%
4 Consumer Discretionary 0.78%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.2%
956
+48
52
$280K 0.2%
6,634
-24
53
$262K 0.19%
705
54
$234K 0.17%
3,085
55
$223K 0.16%
16,680
-40
56
$203K 0.15%
+796
57
$201K 0.14%
+2,263
58
$192K 0.14%
+19,783
59
– –
-8,076
60
– –
-28,268
61
– –
-2,656
62
– –
-3,959
63
– –
-7,557
64
– –
-4,984
65
– –
-7,843
1 2
3