CG

Curat Global Portfolio holdings

AUM $90M
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.6M
3
+$2.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.31M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.92M

Top Sells

1
+$727K
2
+$651K
3
+$628K
4
CSX icon
CSX Corp
CSX
+$566K
5
TJX icon
TJX Companies
TJX
+$552K

Sector Composition

1 Technology 18.92%
2 Healthcare 11.04%
3 Industrials 7.95%
4 Financials 7.9%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.7K 0.01%
43
252
$11.7K 0.01%
192
253
$11.2K 0.01%
700
254
$11.1K 0.01%
63
255
$10.6K 0.01%
150
256
$9.24K 0.01%
179
257
$9.08K 0.01%
400
258
$8.87K 0.01%
265
+140
259
$8.49K 0.01%
50
260
$8.18K 0.01%
580
261
$7.64K 0.01%
790
+99
262
$6.76K 0.01%
200
263
$6.76K 0.01%
20
264
$6.68K 0.01%
160
265
$6.55K 0.01%
77
266
$6.43K 0.01%
50
267
$6.21K 0.01%
200
268
$5.61K 0.01%
+100
269
$5.53K 0.01%
65
270
$5.48K 0.01%
101
271
$5.43K 0.01%
230
+100
272
$5.2K 0.01%
+135
273
$5.19K 0.01%
50
274
$5.17K ﹤0.01%
77
275
$5.07K ﹤0.01%
50
9 10
11
12 13