CG

Curat Global Portfolio holdings

AUM $102M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Sells

1 +$2.71M
2 +$1.38M
3 +$885K
4
TXN icon
Texas Instruments
TXN
+$782K
5
GLW icon
Corning
GLW
+$771K

Sector Composition

1 Technology 17.61%
2 Healthcare 11.01%
3 Industrials 8.3%
4 Financials 8.04%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18.4K 0.02%
110
227
$17.8K 0.02%
630
228
$17.6K 0.02%
201
229
$17K 0.02%
526
-335
230
$16.9K 0.02%
874
231
$16.3K 0.02%
500
+3
232
$16.3K 0.02%
985
233
$15.9K 0.01%
1,619
234
$15.6K 0.01%
200
235
$15.5K 0.01%
260
236
$15K 0.01%
30
237
$14.5K 0.01%
710
+16
238
$14.4K 0.01%
122
239
$14.2K 0.01%
454
240
$13.7K 0.01%
200
241
$13.3K 0.01%
3,000
242
$13.1K 0.01%
700
243
$12.9K 0.01%
300
244
$12.8K 0.01%
63
245
$12.4K 0.01%
420
246
$11.8K 0.01%
192
247
$11.7K 0.01%
511
+7
248
$11.6K 0.01%
265
249
$11.6K 0.01%
506
-3,282
250
$11.4K 0.01%
150