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
$243M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$8.09M
3
+$8.06M
4
VIS icon
Vanguard Industrials ETF
VIS
+$6.09M
5
SHW icon
Sherwin-Williams
SHW
+$3.05M

Top Sells

1
+$7.1M
2
+$5.39M
3
+$4.26M
4
GLD icon
SPDR Gold Trust
GLD
+$4.05M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.05M

Sector Composition

1 Technology 2.59%
2 Materials 1.61%
3 Consumer Staples 1.15%
4 Consumer Discretionary 0.96%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$643K 0.26%
28,118
+8,032
52
$608K 0.25%
16,245
53
$575K 0.24%
3,530
-18
54
$553K 0.23%
1,991
-10
55
$542K 0.22%
6,561
-134
56
$423K 0.17%
+6,376
57
$413K 0.17%
2,486
-15
58
$401K 0.16%
5,252
-886
59
$363K 0.15%
2,644
60
$345K 0.14%
676
61
$336K 0.14%
2,075
-219
62
$326K 0.13%
2,393
+1
63
$305K 0.13%
11,160
+1,720
64
$271K 0.11%
7,895
65
$262K 0.11%
3,085
66
$242K 0.1%
+675
67
$231K 0.09%
3,038
-4
68
$231K 0.09%
1,660
+260
69
$230K 0.09%
805
70
$229K 0.09%
+649
71
$211K 0.09%
2,933
-323
72
$208K 0.09%
2,260
73
$208K 0.09%
5,164
-905
74
$205K 0.08%
924
-22
75
$201K 0.08%
3,877
-131
1 2
3
4