CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+9%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+14%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
4.83%
Top 10 Holdings %
Top 10 Hldgs %
52.03%
Holding
90
New
10
Increased
30
Reduced
31
Closed
15
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$11.4M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$8.59M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$4.19M |
| 4 |
God Bless America ETF
YALL
|
$2.65M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$995K |
Top Sells
Sector Composition
| 1 | Technology | 2.56% |
| 2 | Consumer Staples | 1.13% |
| 3 | Materials | 1.05% |
| 4 | Consumer Discretionary | 0.98% |
| 5 | Financials | 0.66% |
