CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
-10.72%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(-13%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-4.89%
Top 10 Holdings %
Top 10 Hldgs %
61.73%
Holding
75
New
–
Increased
38
Reduced
17
Closed
18
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$8M |
| 2 |
SPDR Gold Trust
GLD
|
$7.19M |
| 3 |
iShares Core Conservative Allocation ETF
AOK
|
$7.06M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$6.73M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.66M |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$19.6M |
| 2 |
Vanguard Health Care ETF
VHT
|
$11.1M |
| 3 |
Vanguard Communication Services ETF
VOX
|
$8.4M |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
$8.09M |
| 5 |
Vanguard Financials ETF
VFH
|
$8.06M |
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Materials | 1.65% |
| 3 | Consumer Staples | 1.15% |
| 4 | Consumer Discretionary | 0.8% |
| 5 | Energy | 0.7% |
