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
101
$363K 0.07%
590
+40
102
$357K 0.07%
7,045
+1,956
103
$355K 0.07%
2,960
-680
104
$350K 0.07%
6,327
-7
105
$349K 0.07%
1,107
-188
106
$342K 0.07%
6,704
+2,472
107
$327K 0.06%
+9,537
108
$319K 0.06%
10,000
109
$316K 0.06%
915
-47
110
$308K 0.06%
1,266
-28
111
$301K 0.06%
881
-28
112
$294K 0.06%
+11,163
113
$287K 0.06%
4,322
+386
114
$278K 0.06%
2,499
-22,785
115
$275K 0.05%
678
-81
116
$267K 0.05%
7,520
-2,681
117
$252K 0.05%
1,123
-230
118
$250K 0.05%
3,832
+89
119
$247K 0.05%
5,540
+672
120
$233K 0.05%
2,779
-55
121
$229K 0.05%
2,279
-9
122
$226K 0.04%
400
123
$224K 0.04%
7,001
124
$217K 0.04%
+4,395
125
$207K 0.04%
+1,740
2 3 4
5
6