CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
-0.64%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+7.5%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
7.56%
Top 10 Holdings %
Top 10 Hldgs %
56.17%
Holding
65
New
2
Increased
36
Reduced
19
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Utilities ETF
VPU
|
$1.66M |
| 2 |
Vanguard Materials ETF
VAW
|
$1.49M |
| 3 |
Johnson & Johnson
JNJ
|
$497K |
| 4 |
AMED
Amedisys
AMED
|
$470K |
| 5 |
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% |
