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
$182M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$9.57M
3
+$1.66M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.22M

Top Sells

1
+$2.02M
2
+$1.56M
3
+$1.45M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.39M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$964K

Sector Composition

1 Technology 1.53%
2 Consumer Staples 1.17%
3 Healthcare 0.67%
4 Consumer Discretionary 0.63%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.19%
9,001
-926
52
$326K 0.18%
939
-17
53
$319K 0.18%
3,047
+150
54
$299K 0.16%
5,878
-378
55
$292K 0.16%
6,635
+1
56
$287K 0.16%
+3,994
57
$281K 0.15%
7,895
-2,700
58
$266K 0.15%
15,647
-2,713
59
$257K 0.14%
643
-62
60
$242K 0.13%
3,284
+199
61
$230K 0.13%
+1,449
62
$200K 0.11%
2,260
-3
63
$129K 0.07%
13,234
-6,549
64
– –
-16,680
65
– –
-796
1 2
3