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
$288M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$1.52M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.08M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$421K

Top Sells

1
+$567K
2
+$468K
3
+$445K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$382K
5
LOW icon
Lowe's Companies
LOW
+$334K

Sector Composition

1 Technology 2.36%
2 Consumer Staples 1.24%
3 Materials 1.1%
4 Consumer Discretionary 0.92%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.08%
592
-29
77
$221K 0.08%
+9,710
78
$220K 0.08%
+1,290
79
$202K 0.07%
+2,141
80
$202K 0.07%
+3,357
81
$83.1K 0.03%
14,010
82
– –
-1,046
83
– –
-1,138
1 2 3
4