CG

Curat Global Portfolio holdings

AUM $107M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.5M
3
+$3.15M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.61M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.27%
2 Healthcare 13.29%
3 Industrials 10.39%
4 Financials 9.85%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.6K 0.02%
+367
252
$12.6K 0.02%
+200
253
$12.3K 0.02%
+200
254
$12.1K 0.01%
+400
255
$12K 0.01%
+326
256
$11.8K 0.01%
+192
257
$11.8K 0.01%
+122
258
$10.9K 0.01%
+150
259
$10.5K 0.01%
+179
260
$10.3K 0.01%
+105
261
$10.3K 0.01%
+691
262
$10.2K 0.01%
+43
263
$9.57K 0.01%
+1,500
264
$8.89K 0.01%
+220
265
$8.7K 0.01%
+50
266
$8.47K 0.01%
+63
267
$8.36K 0.01%
+200
268
$7.33K 0.01%
+580
269
$6.75K 0.01%
+160
270
$6.26K 0.01%
+50
271
$6.13K 0.01%
+101
272
$5.87K 0.01%
+20
273
$5.78K 0.01%
+200
274
$5.67K 0.01%
+77
275
$5.47K 0.01%
+77
9 10
11
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