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
$139M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.31M
3
+$4.99M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.78M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.23M

Top Sells

1
+$10M
2
+$6M
3
+$414K
4
SYE
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust
SYE
+$258K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$209K

Sector Composition

1 Technology 1.96%
2 Consumer Staples 1.45%
3 Industrials 0.91%
4 Consumer Discretionary 0.78%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 8.71%
93,277
+44,081
2
$11.4M 8.16%
134,026
+62,677
3
$11.3M 8.11%
292,162
+129,135
4
$10.8M 7.78%
42,154
+2,224
5
$7.75M 5.56%
76,612
+31,924
6
$7.12M 5.12%
56,739
+25,582
7
$6.63M 4.76%
75,991
+43,334
8
$5.17M 3.72%
61,236
+2,148
9
$5.17M 3.71%
39,726
+4,262
10
$4.98M 3.58%
16,867
+1,682
11
$4.24M 3.05%
23,783
+4,869
12
$3.95M 2.84%
20,872
+2,708
13
$3.47M 2.49%
24,693
+4,196
14
$3.27M 2.35%
78,596
+3,082
15
$3.18M 2.28%
15,371
-18
16
$2.53M 1.82%
19,265
+4,705
17
$2.41M 1.73%
16,388
+2,680
18
$2.31M 1.66%
10,807
+1,240
19
$2.3M 1.66%
14,401
+8,552
20
$2.13M 1.53%
33,892
+4,609
21
$1.82M 1.31%
7,969
-26,241
22
$1.74M 1.25%
33,474
+311
23
$1.65M 1.18%
17,380
+674
24
$1.62M 1.16%
28,705
-2,855
25
$1.61M 1.15%
13,151
-342
1
2 3