CRC

Curi RMB Capital Portfolio holdings

AUM $5.76B
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$23.4M
3
+$22.6M
4
HOG icon
Harley-Davidson
HOG
+$22.5M
5
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$21.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16%
2 Consumer Discretionary 11.68%
3 Financials 10.79%
4 Healthcare 8.96%
5 Technology 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.02%
+6,146
227
$302K 0.02%
+8,005
228
$301K 0.02%
+11,378
229
$296K 0.02%
+51,095
230
$294K 0.02%
+3,570
231
$291K 0.02%
+3,754
232
$284K 0.02%
+10,717
233
$282K 0.02%
+10,983
234
$277K 0.02%
+5,406
235
$275K 0.02%
+2,494
236
$274K 0.02%
+64,660
237
$272K 0.02%
+5,453
238
$266K 0.02%
+12,722
239
$266K 0.02%
+3,250
240
$266K 0.02%
+10,000
241
$265K 0.02%
+18,143
242
$265K 0.02%
+1,651
243
$261K 0.02%
+4,006
244
$261K 0.02%
+3,348
245
$258K 0.02%
+7,870
246
$257K 0.02%
+5,923
247
$256K 0.02%
+1,500
248
$247K 0.02%
+2,155
249
$246K 0.02%
+3,804
250
$244K 0.02%
+14,108
8 9
10
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