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
$381M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.8M
3
+$2.75M
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$2.58M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.54M

Top Sells

1
+$4.98M
2
+$1.68M
3
+$1.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.13M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.07M

Sector Composition

1 Technology 3.1%
2 Consumer Staples 1.17%
3 Consumer Discretionary 0.91%
4 Materials 0.78%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$955K 0.25%
6,596
+222
52
$943K 0.25%
5,625
+354
53
$921K 0.24%
1,801
+354
54
$790K 0.21%
2,729
+641
55
$741K 0.19%
1,846
56
$697K 0.18%
6,481
+256
57
$678K 0.18%
13,713
-176
58
$616K 0.16%
12,314
-2,380
59
$616K 0.16%
12,300
-2,327
60
$612K 0.16%
12,741
-2,350
61
$607K 0.16%
12,417
-2,259
62
$546K 0.14%
933
+55
63
$535K 0.14%
2,111
-19,637
64
$441K 0.12%
1,093
+247
65
$440K 0.12%
2,377
+162
66
$438K 0.11%
33,686
+7,013
67
$422K 0.11%
2,373
+439
68
$414K 0.11%
8,009
+3,631
69
$405K 0.11%
10,781
70
$377K 0.1%
2,259
+262
71
$368K 0.1%
727
+143
72
$367K 0.1%
2,243
-6,572
73
$330K 0.09%
+13,737
74
$325K 0.09%
10,000
75
$320K 0.08%
9,907
+67
1 2
3
4