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
$453M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.64M
3
+$6.89M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$6.79M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$6.72M

Top Sells

1
+$6.05M
2
+$5.83M
3
+$5.65M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.96M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.68M

Sector Composition

1 Technology 4.02%
2 Consumer Staples 0.91%
3 Consumer Discretionary 0.89%
4 Materials 0.66%
5 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STRV icon
76
Strive 500 ETF
STRV
$1.04B
$591K 0.13%
14,743
+4,145
GE icon
77
GE Aerospace
GE
$337B
$571K 0.13%
2,220
-65
MMIT icon
78
IQ MacKay Municipal Intermediate ETF
MMIT
$1.32B
$570K 0.13%
23,903
-2,692
SLV icon
79
iShares Silver Trust
SLV
$47.6B
$557K 0.12%
16,973
+1,008
AIQ icon
80
Global X Artificial Intelligence & Technology ETF
AIQ
$7.71B
$552K 0.12%
12,642
+1,744
PLTR icon
81
Palantir
PLTR
$422B
$526K 0.12%
3,856
+1,169
TSLA icon
82
Tesla
TSLA
$1.46T
$508K 0.11%
1,599
+150
VHT icon
83
Vanguard Health Care ETF
VHT
$17.6B
$492K 0.11%
1,983
-17,747
NFLX icon
84
Netflix
NFLX
$373B
$487K 0.11%
3,640
+810
WMT icon
85
Walmart Inc
WMT
$950B
$475K 0.1%
4,857
+353
FMHI icon
86
First Trust Municipal High Income ETF
FMHI
$887M
$472K 0.1%
10,108
-765
SMH icon
87
VanEck Semiconductor ETF
SMH
$42.1B
$472K 0.1%
1,691
+385
ORCL icon
88
Oracle
ORCL
$545B
$426K 0.09%
+1,947
ABBV icon
89
AbbVie
ABBV
$383B
$411K 0.09%
2,215
-159
UBSI icon
90
United Bankshares
UBSI
$5.74B
$393K 0.09%
10,781
CMI icon
91
Cummins
CMI
$79.3B
$379K 0.08%
1,156
+169
JPM icon
92
JPMorgan Chase
JPM
$834B
$375K 0.08%
1,295
+211
PPA icon
93
Invesco Aerospace & Defense ETF
PPA
$7.88B
$361K 0.08%
2,547
+66
CSX icon
94
CSX Corp
CSX
$67.6B
$333K 0.07%
10,201
SPYV icon
95
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
$332K 0.07%
+6,334
V icon
96
Visa
V
$632B
$323K 0.07%
909
+173
VWO icon
97
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$321K 0.07%
6,487
+645
CIBR icon
98
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
$313K 0.07%
4,143
+947
FBTC icon
99
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
$310K 0.07%
+3,303
UNH icon
100
UnitedHealth
UNH
$307B
$300K 0.07%
962
+206
2 3
4
5 6