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
$299M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.08M
3
+$802K
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$801K
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$801K

Top Sells

1
+$1.02M
2
+$328K
3
+$264K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$202K
5
GLD icon
SPDR Gold Trust
GLD
+$163K

Sector Composition

1 Technology 2.71%
2 Consumer Staples 1.24%
3 Materials 0.88%
4 Consumer Discretionary 0.88%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$867K 0.29%
5,256
+134
52
$861K 0.29%
6,973
+63
53
$802K 0.27%
+16,731
54
$801K 0.27%
+16,013
55
$801K 0.27%
+16,061
56
$801K 0.27%
+15,991
57
$800K 0.27%
1,966
+116
58
$728K 0.24%
16,378
+949
59
$713K 0.24%
6,197
+470
60
$681K 0.23%
1,869
-72
61
$659K 0.22%
13,903
-1,093
62
$548K 0.18%
+1,143
63
$429K 0.14%
850
+16
64
$393K 0.13%
2,252
-24
65
$350K 0.12%
10,781
66
$330K 0.11%
1,926
+89
67
$329K 0.11%
9,840
68
$325K 0.11%
2,044
-486
69
$313K 0.1%
22,297
+1,388
70
$294K 0.1%
577
+7
71
$278K 0.09%
10,000
72
$271K 0.09%
6,173
-1,142
73
$271K 0.09%
6,193
-152
74
$262K 0.09%
1,353
75
$258K 0.09%
9,703
-7
1 2
3
4