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
$230M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.28M
3
+$1.52M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.23M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.07M

Top Sells

1
+$2.25M
2
+$2.04M
3
+$2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.93M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.78M

Sector Composition

1 Technology 2.48%
2 Materials 1.59%
3 Consumer Staples 1.12%
4 Consumer Discretionary 0.99%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.29%
+13,363
52
$557K 0.24%
5,197
+27
53
$518K 0.23%
4,328
-43
54
$513K 0.22%
1,863
-5
55
$433K 0.19%
10,465
-292
56
$346K 0.15%
7,830
+323
57
$342K 0.15%
2,169
+6
58
$337K 0.15%
9,890
59
$325K 0.14%
880
+154
60
$320K 0.14%
10,781
61
$291K 0.13%
605
+18
62
$285K 0.12%
6,996
-367
63
$265K 0.12%
2,927
-189
64
$252K 0.11%
1,868
-19
65
$238K 0.1%
10,000
66
$231K 0.1%
+1,095
67
$229K 0.1%
2,827
+24
68
$223K 0.1%
+778
69
$222K 0.1%
1,921
-1
70
$212K 0.09%
+1,347
71
$211K 0.09%
+806
72
$202K 0.09%
7,895
73
$201K 0.09%
+2,290
74
$190K 0.08%
13,934
+1,863
75
$66.5K 0.03%
+14,010
1 2
3
4