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
$407M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$5.92M
3
+$5.78M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.82M

Top Sells

1
+$14.8M
2
+$6.13M
3
+$5.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$4.52M
5
VIS icon
Vanguard Industrials ETF
VIS
+$3.95M

Sector Composition

1 Technology 2.71%
2 Consumer Staples 1.03%
3 Consumer Discretionary 0.8%
4 Financials 0.76%
5 Materials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.22%
5,864
+446
52
$792K 0.19%
15,364
+7,355
53
$788K 0.19%
4,622
-1,003
54
$787K 0.19%
2,729
55
$671K 0.16%
1,858
+12
56
$670K 0.16%
13,111
-602
57
$637K 0.16%
26,595
+12,858
58
$607K 0.15%
44,538
+10,852
59
$597K 0.15%
1,036
+103
60
$569K 0.14%
11,343
-971
61
$569K 0.14%
11,331
-969
62
$569K 0.14%
11,735
-1,006
63
$566K 0.14%
11,428
-989
64
$520K 0.13%
10,873
+5,152
65
$497K 0.12%
2,374
+1
66
$495K 0.12%
15,965
+4,387
67
$457K 0.11%
2,285
+26
68
$453K 0.11%
2,406
+29
69
$396K 0.1%
10,898
+3,543
70
$396K 0.1%
756
+29
71
$395K 0.1%
4,504
+1,079
72
$382K 0.09%
10,598
+5,306
73
$376K 0.09%
1,449
+356
74
$374K 0.09%
10,781
75
$309K 0.08%
+987
1 2
3
4 5