CFP

Curran Financial Partners Portfolio holdings

AUM $559M
1-Year Est. Return 13.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$4.26M
3
+$4.21M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.85M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$3.42M

Top Sells

1
+$3.93M
2
+$3.84M
3
+$3.61M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.14M
5
BND icon
Vanguard Total Bond Market
BND
+$3.11M

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 0.86%
3 Consumer Staples 0.78%
4 Communication Services 0.6%
5 Materials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$794K 0.16%
3,900
+7
77
$792K 0.16%
2,428
+737
78
$787K 0.16%
1,769
+170
79
$774K 0.15%
1,539
+9
80
$762K 0.15%
17,978
+1,005
81
$730K 0.14%
15,364
+5,256
82
$727K 0.14%
4,730
-72
83
$721K 0.14%
53,663
-855
84
$713K 0.14%
2,372
+152
85
$702K 0.14%
9,760
86
$646K 0.13%
12,965
+8
87
$641K 0.13%
+11,281
88
$629K 0.12%
3,446
-410
89
$573K 0.11%
+8,151
90
$545K 0.11%
5,638
+1,987
91
$526K 0.1%
6,921
+2,778
92
$517K 0.1%
1,839
-108
93
$484K 0.1%
4,848
+1,545
94
$459K 0.09%
4,452
-405
95
$443K 0.09%
1,048
-108
96
$432K 0.09%
1,865
-350
97
$420K 0.08%
2,703
+156
98
$405K 0.08%
10,881
+100
99
$376K 0.07%
+18,373
100
$364K 0.07%
6,719
+232
2 3
4
5 6