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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.6M
3
+$1.53M
4
BND icon
Vanguard Total Bond Market
BND
+$1.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.29M

Top Sells

1
+$1.66M
2
+$1.49M
3
+$497K
4
AMED
Amedisys
AMED
+$470K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$422K

Sector Composition

1 Technology 1.33%
2 Consumer Staples 1.14%
3 Consumer Discretionary 0.6%
4 Industrials 0.49%
5 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$256K 0.13%
653
+10
52
$250K 0.13%
4,929
-949
53
$243K 0.12%
14,506
-1,141
54
$240K 0.12%
3,296
-698
55
$237K 0.12%
3,252
-32
56
$225K 0.12%
1,439
-10
57
$224K 0.11%
+1,660
58
$213K 0.11%
2,260
59
$207K 0.11%
+4,871
60
$201K 0.1%
1,811
-1,072
61
$102K 0.05%
10,490
-2,744
62
– –
-1,828
63
– –
-1,920
64
– –
-3,016
65
– –
-8,222
1 2
3