CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+4.81%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
+$3.41M
(+1.6%)
Cap. Flow
-$4.62M
Cap. Flow
% of AUM
-2.19%
Top 10 Holdings %
Top 10 Hldgs %
52.68%
Holding
75
New
10
Increased
29
Reduced
25
Closed
9
Top Buys
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$3.9M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$3.35M |
| 3 |
Vanguard Communication Services ETF
VOX
|
$3.01M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.92M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.58M |
Top Sells
| 1 |
Vanguard Health Care ETF
VHT
|
$6.78M |
| 2 |
Vanguard Financials ETF
VFH
|
$4.95M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$3.56M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.61M |
| 5 |
Vanguard Energy ETF
VDE
|
$2.2M |
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Materials | 1.54% |
| 3 | Consumer Staples | 1.17% |
| 4 | Financials | 0.89% |
| 5 | Consumer Discretionary | 0.84% |
