CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+0.29%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
+$407M
(+7%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
51.62%
Holding
108
New
12
Increased
64
Reduced
15
Closed
8
Top Buys
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$14.8M |
| 2 |
Vanguard Financials ETF
VFH
|
$6.13M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$5.02M |
| 4 |
Vanguard Communication Services ETF
VOX
|
$4.52M |
| 5 |
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% |
