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
$407M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$5.92M
3
+$5.78M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.82M

Top Sells

1
+$14.8M
2
+$6.13M
3
+$5.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$4.52M
5
VIS icon
Vanguard Industrials ETF
VIS
+$3.95M

Sector Composition

1 Technology 2.71%
2 Consumer Staples 1.03%
3 Consumer Discretionary 0.8%
4 Financials 0.76%
5 Materials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$300K 0.07%
10,201
+294
77
$289K 0.07%
2,481
+130
78
$287K 0.07%
10,000
79
$282K 0.07%
3,934
80
$276K 0.07%
+1,306
81
$274K 0.07%
+3,056
82
$274K 0.07%
748
+9
83
$266K 0.07%
+1,084
84
$264K 0.06%
5,842
-260
85
$264K 0.06%
283
+15
86
$258K 0.06%
736
+1
87
$255K 0.06%
+9,031
88
$241K 0.06%
+429
89
$238K 0.06%
2,591
-184
90
$234K 0.06%
+4,609
91
$233K 0.06%
2,348
-183
92
$227K 0.06%
+2,687
93
$222K 0.05%
1,481
-101
94
$220K 0.05%
2,079
95
$217K 0.05%
1,353
96
$217K 0.05%
7,001
97
$214K 0.05%
1,754
-298
98
$211K 0.05%
+1,271
99
$201K 0.05%
+3,196
100
$78.3K 0.02%
+11,112
1 2 3
4
5