CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+7.28%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$288M
AUM Growth
+$26.6M
(+10%)
Cap. Flow
+$9.14M
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
53.16%
Holding
84
New
9
Increased
31
Reduced
33
Closed
2
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$2.28M |
| 2 |
Vanguard Energy ETF
VDE
|
$1.81M |
| 3 |
God Bless America ETF
YALL
|
$1.52M |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$1.08M |
| 5 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$421K |
Top Sells
| 1 |
Vanguard Health Care ETF
VHT
|
$567K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$468K |
| 3 |
Invesco QQQ Trust
QQQ
|
$445K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$382K |
| 5 |
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% |
