CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+4.61%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+9.2%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
4.73%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
76
New
10
Increased
39
Reduced
22
Closed
1
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$5.44M |
| 2 |
Vanguard Financials ETF
VFH
|
$5.28M |
| 3 |
God Bless America ETF
YALL
|
$1.52M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.23M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$1.07M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Humana
HUM
$37.2B
| – | – |
-417
| Closed | -$202K |
|