CFP
Curran Financial Partners Portfolio holdings
AUM
$453M
This Quarter Return
+0.3%
1 Year Return
+13.52%
3 Year Return
+44.65%
5 Year Return
–
10 Year Return
–
AUM
$381M
AUM Growth
+$381M
(+8.2%)
Cap. Flow
+$46.3M
Cap. Flow
% of AUM
12.16%
Top 10 Holdings %
Top 10 Hldgs %
51.28%
Holding
100
New
10
Increased
60
Reduced
22
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Health Care ETF
VHT
|
$4.98M |
| 2 |
God Bless America ETF
YALL
|
$1.68M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$1.17M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.13M |
| 5 |
Vanguard Utilities ETF
VPU
|
$1.07M |
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Consumer Staples | 1.17% |
| 3 | Consumer Discretionary | 0.91% |
| 4 | Materials | 0.78% |
| 5 | Financials | 0.65% |
