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
$236M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.66M
3
+$4.57M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.47M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.16M

Top Sells

1
+$7.43M
2
+$7.35M
3
+$7.02M
4
VIS icon
Vanguard Industrials ETF
VIS
+$5.15M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.04M

Sector Composition

1 Technology 1.94%
2 Consumer Discretionary 1.25%
3 Consumer Staples 1.17%
4 Materials 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-27,380
77
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78
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-27,547
79
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-22,650
80
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-14,506
81
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-4,929
82
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-4,871
83
– –
-1,811
84
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-10,490
1 2 3
4