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
276
$201K 0.02%
+8,268
277
$200K 0.02%
+3,950
278
$191K 0.01%
+16,936
279
$185K 0.01%
+11,806
280
$177K 0.01%
+37,621
281
$167K 0.01%
+63,500
282
$165K 0.01%
+14,464
283
$162K 0.01%
+27,788
284
$148K 0.01%
+932
285
$131K 0.01%
+14,489
286
$129K 0.01%
+10,644
287
$120K 0.01%
+10,847
288
$112K 0.01%
+12,320
289
$100K 0.01%
+16,864
290
$73K 0.01%
+14,401
291
$62K ﹤0.01%
+6,393
292
$51K ﹤0.01%
+13,356
293
$38K ﹤0.01%
+10,512
294
$22K ﹤0.01%
+11,074
8 9 10 11
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