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

Top Buys

1
+$8.4M
2
+$8.09M
3
+$8.06M
4
VIS icon
Vanguard Industrials ETF
VIS
+$6.09M
5
SHW icon
Sherwin-Williams
SHW
+$3.05M

Top Sells

1
+$7.1M
2
+$5.39M
3
+$4.26M
4
GLD icon
SPDR Gold Trust
GLD
+$4.05M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.05M

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
– –
-3,935
77
– –
-35,523
78
– –
-5,846
79
– –
-2,488
80
– –
-434
81
– –
-2,000
82
– –
-1,313
1 2 3
4