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
201
$29.2K 0.03%
537
+1
202
$28.4K 0.03%
170
203
$28.3K 0.03%
315
204
$28.1K 0.03%
50
205
$27.6K 0.03%
670
206
$27K 0.03%
1,194
207
$26.4K 0.02%
132
208
$26.4K 0.02%
220
209
$26.4K 0.02%
680
210
$26K 0.02%
435
211
$25.3K 0.02%
425
212
$25.1K 0.02%
371
+1
213
$24.7K 0.02%
130
214
$24K 0.02%
3,640
215
$23.9K 0.02%
158
+79
216
$23.6K 0.02%
73
217
$23.2K 0.02%
774
218
$22.9K 0.02%
50
219
$22.8K 0.02%
221
220
$21.5K 0.02%
265
221
$20.8K 0.02%
195
222
$20.2K 0.02%
400
223
$20.2K 0.02%
100
224
$19.8K 0.02%
217
225
$19.4K 0.02%
125