CFP

Curran Financial Partners Portfolio holdings

AUM $527M
1-Year Est. Return 12.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$752K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.93M
3
+$3.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.45M
5
YALL icon
God Bless America ETF
YALL
+$1.67M

Top Sells

1
+$11.5M
2
+$4.48M
3
+$1.07M
4
VPU icon
Vanguard Utilities ETF
VPU
+$1.07M
5
VAW icon
Vanguard Materials ETF
VAW
+$1.05M

Sector Composition

1 Technology 2.46%
2 Materials 1.51%
3 Consumer Staples 1.12%
4 Consumer Discretionary 0.92%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.15%
2,680
-7,646
52
$335K 0.15%
935
+55
53
$332K 0.14%
8,375
+545
54
$317K 0.14%
10,298
+408
55
$305K 0.13%
605
56
$297K 0.13%
10,781
57
$286K 0.12%
1,916
+48
58
$275K 0.12%
916
+138
59
$274K 0.12%
6,988
-8
60
$256K 0.11%
+5,880
61
$249K 0.11%
10,000
62
$249K 0.11%
16,659
+2,725
63
$241K 0.11%
5,342
-312
64
$236K 0.1%
2,851
-76
65
$229K 0.1%
1,194
+99
66
$227K 0.1%
2,567
+277
67
$223K 0.1%
1,353
+6
68
$222K 0.1%
+2,592
69
$75.9K 0.03%
14,010
70
$109 ﹤0.01%
+37,500
71
– –
-12,849
72
– –
-13,363
73
– –
-7,895
74
– –
-4,328
75
– –
-2,169
1 2
3
4