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
101
– –
-4,980
102
– –
-9,002
103
– –
-29,184
104
– –
-15,510
105
– –
-23,854
106
– –
-51,879
107
– –
-13,361
108
– –
-10,720
1 2 3 4
5