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
251
$242K 0.02%
+5,071
252
$241K 0.02%
+32,364
253
$239K 0.02%
+4,107
254
$238K 0.02%
+2,980
255
$237K 0.02%
+3,582
256
$234K 0.02%
+7,916
257
$234K 0.02%
+8,624
258
$233K 0.02%
+29,162
259
$230K 0.02%
+9,261
260
$228K 0.02%
+26,006
261
$227K 0.02%
+13,500
262
$226K 0.02%
+54,720
263
$224K 0.02%
+48,826
264
$221K 0.02%
+4,612
265
$219K 0.02%
+19,374
266
$219K 0.02%
+4,148
267
$218K 0.02%
+8,382
268
$216K 0.02%
+1,918
269
$215K 0.02%
+20,628
270
$213K 0.02%
+26,335
271
$211K 0.02%
+11,172
272
$211K 0.02%
+1,263
273
$208K 0.02%
+1,762
274
$207K 0.02%
+9,466
275
$207K 0.02%
+9,694
8 9 10
11
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