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
$261M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.59M
3
+$4.19M
4
YALL icon
God Bless America ETF
YALL
+$2.65M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$995K

Top Sells

1
+$3.64M
2
+$3.6M
3
+$3.18M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.66M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.78M

Sector Composition

1 Technology 2.56%
2 Consumer Staples 1.13%
3 Materials 1.05%
4 Consumer Discretionary 0.98%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,592
77
– –
-19,408
78
– –
-5,983
79
– –
-13,457
80
– –
-2,671
81
– –
-11,318
82
– –
-37,500
1 2 3
4