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
$299M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.08M
3
+$802K
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$801K
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$801K

Top Sells

1
+$1.02M
2
+$328K
3
+$264K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$202K
5
GLD icon
SPDR Gold Trust
GLD
+$163K

Sector Composition

1 Technology 2.71%
2 Consumer Staples 1.24%
3 Materials 0.88%
4 Consumer Discretionary 0.88%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.08%
3,989
+277
77
$244K 0.08%
1,770
+480
78
$244K 0.08%
3,601
+244
79
$240K 0.08%
1,942
+37
80
$235K 0.08%
2,525
-1
81
$234K 0.08%
679
+87
82
$216K 0.07%
7,732
83
$205K 0.07%
+2,639
84
– –
-2,141
85
– –
-11,745
86
– –
-14,010
87
– –
-823
1 2 3
4