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
$243M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.26M
3
+$8.07M
4
VIS icon
Vanguard Industrials ETF
VIS
+$6.02M
5
SHW icon
Sherwin-Williams
SHW
+$3.38M

Top Sells

1
+$7.1M
2
+$5.36M
3
+$4.33M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.09M
5
GLD icon
SPDR Gold Trust
GLD
+$3.93M

Sector Composition

1 Technology 2.59%
2 Materials 1.61%
3 Consumer Staples 1.15%
4 Consumer Discretionary 0.96%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,313
77
– –
-2,000
78
– –
-434
79
– –
-2,488
80
– –
-5,846
81
– –
-35,523
82
– –
-3,935
1 2 3
4