CFP

Curran Financial Partners Portfolio holdings

AUM $527M
1-Year Est. Return 12.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.02%
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
+$12.7M
2
+$8.54M
3
+$6.69M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$6.65M
5
VFH icon
Vanguard Financials ETF
VFH
+$6.45M

Top Sells

1
+$5.86M
2
+$5.71M
3
+$5.58M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.69M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.58M

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
76
$591K 0.13%
14,743
+4,145
77
$571K 0.13%
2,220
-65
78
$570K 0.13%
23,903
-2,692
79
$557K 0.12%
16,973
+1,008
80
$552K 0.12%
12,642
+1,744
81
$526K 0.12%
3,856
+1,169
82
$508K 0.11%
1,599
+150
83
$492K 0.11%
1,983
-17,747
84
$487K 0.11%
3,640
+810
85
$475K 0.1%
4,857
+353
86
$472K 0.1%
10,108
-765
87
$472K 0.1%
1,691
+385
88
$426K 0.09%
+1,947
89
$411K 0.09%
2,215
-159
90
$393K 0.09%
10,781
91
$379K 0.08%
1,156
+169
92
$375K 0.08%
1,295
+211
93
$361K 0.08%
2,547
+66
94
$333K 0.07%
10,201
95
$332K 0.07%
+6,334
96
$323K 0.07%
909
+173
97
$321K 0.07%
6,487
+645
98
$313K 0.07%
4,143
+947
99
$310K 0.07%
+3,303
100
$300K 0.07%
962
+206
2 3
4
5 6