CFP
Curran Financial Partners Portfolio holdings
AUM
$505M
1-Year Est. Return
12.16%
1 Year Est. Return
+12.16%
AUM
$453M
AUM Growth
+$45.2M
(+11%)
Holding
126
Top Buys
| 1 | +$14.4M | |
| 2 | +$8.64M | |
| 3 | +$6.89M | |
| 4 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$6.79M |
| 5 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
+$6.72M |
Top Sells
| 1 | +$6.05M | |
| 2 | +$5.83M | |
| 3 | +$5.65M | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$4.96M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$4.68M |
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 | |
|---|---|---|---|---|---|---|
126
Duke Energy
DUK
$96.2B
| – | – |
-1,754
|
|