CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+7.82%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+5.1%)
Cap. Flow
-$2.22M
Cap. Flow
% of AUM
-1.07%
Top 10 Holdings %
Top 10 Hldgs %
50.55%
Holding
72
New
10
Increased
20
Reduced
33
Closed
7
Top Buys
| 1 |
God Bless America ETF
YALL
|
$23.7M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$11.6M |
| 3 |
Vanguard Health Care ETF
VHT
|
$7.02M |
| 4 |
Vanguard Financials ETF
VFH
|
$4.95M |
| 5 |
Vanguard Industrials ETF
VIS
|
$3.63M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$7.49M |
| 2 |
iShares Core Conservative Allocation ETF
AOK
|
$7.26M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$7.12M |
| 4 |
Vanguard Value ETF
VTV
|
$6.94M |
| 5 |
SPDR Gold Trust
GLD
|
$6.91M |
Sector Composition
| 1 | Technology | 1.89% |
| 2 | Materials | 1.66% |
| 3 | Consumer Staples | 1.12% |
| 4 | Consumer Discretionary | 0.81% |
| 5 | Energy | 0.78% |
