CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
-2.88%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(-0.33%)
Cap. Flow
+$5.85M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
52.95%
Holding
90
New
15
Increased
46
Reduced
15
Closed
10
Top Buys
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$11.5M |
| 2 |
Vanguard Consumer Discretionary ETF
VCR
|
$4.48M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.07M |
| 4 |
Vanguard Materials ETF
VAW
|
$1.05M |
| 5 |
Vanguard Utilities ETF
VPU
|
$975K |
Sector Composition
| 1 | Technology | 2.46% |
| 2 | Materials | 1.51% |
| 3 | Consumer Staples | 1.12% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Energy | 0.76% |
