CFP

Curran Financial Partners Portfolio holdings

AUM $527M
1-Year Est. Return 12.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.54M
3
+$6.69M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$6.65M
5
VFH icon
Vanguard Financials ETF
VFH
+$6.45M

Top Sells

1
+$5.86M
2
+$5.71M
3
+$5.58M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.69M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.58M

Sector Composition

1 Technology 4.02%
2 Consumer Staples 0.91%
3 Consumer Discretionary 0.89%
4 Materials 0.66%
5 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.33%
8,425
+1,787
52
$1.45M 0.32%
30,565
+3,931
53
$1.43M 0.32%
+5,185
54
$1.42M 0.31%
2,583
+292
55
$1.29M 0.28%
15,158
56
$1.12M 0.25%
+12,521
57
$1.08M 0.24%
2,680
-49
58
$1.07M 0.24%
1,452
+416
59
$1.02M 0.23%
4,591
-194
60
$1.01M 0.22%
5,759
-105
61
$964K 0.21%
6,734
+51
62
$922K 0.2%
8,551
+260
63
$898K 0.2%
+4,609
64
$893K 0.2%
2,102
+244
65
$791K 0.17%
16,287
+4,552
66
$790K 0.17%
15,872
+4,444
67
$790K 0.17%
15,746
+4,403
68
$789K 0.17%
15,728
+4,397
69
$765K 0.17%
4,802
+180
70
$756K 0.17%
3,893
+1,487
71
$743K 0.16%
1,530
-1,103
72
$713K 0.16%
13,880
-1,484
73
$711K 0.16%
54,518
+9,980
74
$663K 0.15%
12,957
-154
75
$637K 0.14%
+9,760
1 2
3
4 5