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
151
$85.1K 0.08%
203
152
$84.3K 0.08%
1,209
153
$83.6K 0.08%
1,400
154
$82.9K 0.08%
240
155
$81.6K 0.08%
1,056
156
$80.8K 0.08%
650
157
$76K 0.07%
1,000
158
$75.7K 0.07%
1,200
159
$75.3K 0.07%
1,140
160
$71.7K 0.07%
380
161
$70.5K 0.07%
503
162
$70K 0.07%
705
+1
163
$69.7K 0.07%
565
164
$67.7K 0.06%
659
+1
165
$65.2K 0.06%
2,864
166
$64.8K 0.06%
216
167
$62.1K 0.06%
324
168
$59.4K 0.06%
3,442
169
$56.8K 0.05%
180
170
$56.3K 0.05%
85
171
$55.6K 0.05%
1,466
172
$55.5K 0.05%
574
173
$54.3K 0.05%
1,000
+500
174
$53.4K 0.05%
400
175
$52.5K 0.05%
110