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
$288M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$1.52M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.08M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$421K

Top Sells

1
+$567K
2
+$468K
3
+$445K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$382K
5
LOW icon
Lowe's Companies
LOW
+$334K

Sector Composition

1 Technology 2.36%
2 Consumer Staples 1.24%
3 Materials 1.1%
4 Consumer Discretionary 0.92%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$831K 0.29%
5,122
+4
52
$778K 0.27%
1,850
-5
53
$713K 0.25%
14,996
-910
54
$711K 0.25%
4,710
-36
55
$685K 0.24%
15,429
+1,434
56
$666K 0.23%
5,727
+289
57
$654K 0.23%
1,941
+86
58
$625K 0.22%
6,910
+120
59
$408K 0.14%
2,276
+90
60
$405K 0.14%
834
-12
61
$386K 0.13%
10,781
62
$366K 0.13%
7,315
-428
63
$365K 0.13%
9,840
-50
64
$354K 0.12%
2,530
+44
65
$335K 0.12%
1,837
-69
66
$296K 0.1%
1,353
67
$290K 0.1%
20,909
+1,980
68
$282K 0.1%
570
69
$272K 0.09%
10,000
70
$265K 0.09%
6,345
-515
71
$264K 0.09%
+823
72
$251K 0.09%
1,905
73
$238K 0.08%
2,526
-167
74
$230K 0.08%
7,732
75
$227K 0.08%
+3,712
1 2
3
4