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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.6M
3
+$1.53M
4
BND icon
Vanguard Total Bond Market
BND
+$1.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.29M

Top Sells

1
+$1.66M
2
+$1.49M
3
+$497K
4
AMED
Amedisys
AMED
+$470K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$422K

Sector Composition

1 Technology 1.33%
2 Consumer Staples 1.14%
3 Consumer Discretionary 0.6%
4 Industrials 0.49%
5 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 8.51%
41,536
+2,326
2
$13.7M 6.98%
47,050
-122
3
$12.5M 6.4%
93,994
+11,524
4
$12.4M 6.35%
50,412
+3,726
5
$11.6M 5.93%
293,531
+40,579
6
$11M 5.6%
128,266
+17,712
7
$9.9M 5.06%
95,763
+16,363
8
$7.43M 3.8%
52,674
+5,224
9
$7.4M 3.78%
58,001
+8,795
10
$7.35M 3.76%
79,123
+7,217
11
$7.02M 3.59%
22,650
+2,545
12
$6.56M 3.35%
75,046
+14,818
13
$5.79M 2.96%
32,249
+3,471
14
$5.15M 2.63%
27,380
+3,063
15
$3.96M 2.02%
29,242
+1,383
16
$3.76M 1.92%
17,222
+999
17
$3.53M 1.81%
84,228
+1,942
18
$3.53M 1.81%
55,857
+3,754
19
$3.52M 1.8%
15,797
+146
20
$3.38M 1.73%
22,006
+2,021
21
$2.85M 1.46%
72,705
+31,432
22
$2.6M 1.33%
18,568
-11,846
23
$2.59M 1.33%
15,959
+4,429
24
$2.32M 1.18%
26,146
+4,603
25
$2.06M 1.05%
20,037
+1,790
1
2 3