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
276
$5.46K 0.01%
+50
277
$5.33K 0.01%
+50
278
$5.05K 0.01%
+65
279
$4.94K 0.01%
+100
280
$4.54K 0.01%
+112
281
$4.51K 0.01%
+50
282
$3.78K ﹤0.01%
+100
283
$3.74K ﹤0.01%
+41
284
$3.73K ﹤0.01%
+49
285
$3.58K ﹤0.01%
+125
286
$3.48K ﹤0.01%
+73
287
$3.33K ﹤0.01%
+85
288
$3.28K ﹤0.01%
+130
289
$3.11K ﹤0.01%
+115
290
$3.08K ﹤0.01%
+50
291
$3.05K ﹤0.01%
+88
292
$2.96K ﹤0.01%
+36
293
$2.82K ﹤0.01%
+75
294
$2.17K ﹤0.01%
+50
295
$2.04K ﹤0.01%
+75
296
$2.02K ﹤0.01%
+200
297
$1.97K ﹤0.01%
+50
298
$1.93K ﹤0.01%
+400
299
$1.27K ﹤0.01%
+100
300
$1.06K ﹤0.01%
+25
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