CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
1-Year Return
13.52%
This Quarter Return
+6.54%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$352M
AUM Growth
+$53.1M
(+18%)
Cap. Flow
+$33.1M
Cap. Flow
% of AUM
9.39%
Top 10 Holdings %
Top 10 Hldgs %
52.01%
Holding
93
New
10
Increased
48
Reduced
27
Closed
3
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$14.3M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$12M |
| 3 |
God Bless America ETF
YALL
|
$2.09M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.25M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$1.24M |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$6.18M |
| 2 |
Vanguard Energy ETF
VDE
|
$1.74M |
| 3 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$801K |
| 4 |
Vanguard Financials ETF
VFH
|
$437K |
| 5 |
ARK Innovation ETF
ARKK
|
$271K |
Sector Composition
| 1 | Technology | 2.62% |
| 2 | Consumer Staples | 1.19% |
| 3 | Materials | 0.95% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Financials | 0.52% |
