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
$236M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.66M
3
+$4.57M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.47M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.16M

Top Sells

1
+$7.43M
2
+$7.35M
3
+$7.02M
4
VIS icon
Vanguard Industrials ETF
VIS
+$5.15M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.04M

Sector Composition

1 Technology 1.94%
2 Consumer Discretionary 1.25%
3 Consumer Staples 1.17%
4 Materials 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$416K 0.18%
3,548
+429
52
$410K 0.17%
+2,644
53
$410K 0.17%
6,695
-3,526
54
$379K 0.16%
+2,392
55
$341K 0.14%
6,138
-1,076
56
$339K 0.14%
676
+23
57
$318K 0.14%
946
+37
58
$311K 0.13%
+2,294
59
$290K 0.12%
3,256
-40
60
$278K 0.12%
+9,440
61
$276K 0.12%
7,895
62
$261K 0.11%
5,846
-568
63
$242K 0.1%
3,085
-167
64
$240K 0.1%
+805
65
$237K 0.1%
+4,008
66
$236K 0.1%
+1,313
67
$235K 0.1%
+3,042
68
$232K 0.1%
+2,488
69
$216K 0.09%
2,260
70
$212K 0.09%
6,069
-1,709
71
$203K 0.09%
1,400
-260
72
$201K 0.09%
+3,935
73
$201K 0.09%
+434
74
$26K 0.01%
+2,000
75
– –
-52,674
1 2
3
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