CFP
Curran Financial Partners Portfolio holdings
AUM
$505M
1-Year Est. Return
12.16%
1 Year Est. Return
+12.16%
AUM
$505M
AUM Growth
+$52.8M
(+12%)
Holding
133
Top Buys
| 1 | +$4.39M | |
| 2 | +$4.36M | |
| 3 | +$4.23M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.9M |
| 5 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$3.45M |
Top Sells
| 1 | +$3.99M | |
| 2 | +$3.91M | |
| 3 | +$3.61M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.15M |
| 5 |
Vanguard Total Bond Market
BND
|
+$3.14M |
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 | |
|---|---|---|---|---|---|---|
126
Southern Company
SO
$98.4B
| $205K | 0.04% |
+2,160
|
|
||
127
RTX Corp
RTX
$228B
| $202K | 0.04% |
1,206
-192
|
|
||
128
AGNC Investment
AGNC
$11.2B
| $106K | 0.02% |
+10,835
|
|
||
|
FSCO
129
FS Credit Opportunities Corp
FSCO
$1.21B
| $76.8K | 0.02% |
11,112
|
|
||
130
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
| – | – |
-44,782
|
|
||
131
IBM
IBM
$285B
| – | – |
-704
|
|
||
132
Invesco Water Resources ETF
PHO
$2.15B
| – | – |
-4,073
|
|
||
133
Pinnacle Financial Partners
PNFP
$7.22B
| – | – |
-1,874
|
|