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
$230M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.28M
3
+$1.52M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.23M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.07M

Top Sells

1
+$2.25M
2
+$2.04M
3
+$2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.93M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.78M

Sector Composition

1 Technology 2.48%
2 Materials 1.59%
3 Consumer Staples 1.12%
4 Consumer Discretionary 0.99%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-417
1 2 3
4