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

Top Buys

1
+$3.95M
2
+$3.83M
3
+$3.75M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.42M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.71M

Top Sells

1
+$11.5M
2
+$4.48M
3
+$1.07M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.05M
5
VPU icon
Vanguard Utilities ETF
VPU
+$975K

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
– –
-15,821
77
– –
-5,797
78
– –
-806
79
– –
-1,921
80
– –
-2,169
81
– –
-4,328
82
– –
-12,849
1 2 3
4