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
$229M
AUM Growth
-$752K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.93M
3
+$3.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.45M
5
YALL icon
God Bless America ETF
YALL
+$1.67M

Top Sells

1
+$11.5M
2
+$4.48M
3
+$1.07M
4
VPU icon
Vanguard Utilities ETF
VPU
+$1.07M
5
VAW icon
Vanguard Materials ETF
VAW
+$1.05M

Sector Composition

1 Technology 2.46%
2 Materials 1.51%
3 Consumer Staples 1.12%
4 Consumer Discretionary 0.92%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,921
77
– –
-806
78
– –
-5,797
79
– –
-15,821
80
– –
-26,073
1 2 3
4