CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+0.93%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(+4%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
53.45%
Holding
88
New
6
Increased
52
Reduced
20
Closed
5
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.73M |
| 2 |
God Bless America ETF
YALL
|
$1.08M |
| 3 |
US Treasury 2 Year Note ETF
UTWO
|
$802K |
| 4 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$801K |
| 5 |
US Treasury 12 Month Bill ETF
OBIL
|
$801K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.02M |
| 2 |
Costco
COST
|
$328K |
| 3 |
CrowdStrike
CRWD
|
$264K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$202K |
| 5 |
SPDR Gold Trust
GLD
|
$163K |
Sector Composition
| 1 | Technology | 2.71% |
| 2 | Consumer Staples | 1.24% |
| 3 | Materials | 0.88% |
| 4 | Consumer Discretionary | 0.88% |
| 5 | Energy | 0.59% |
