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
$1.38B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$16.2M
3 +$10.4M
4
BFH icon
Bread Financial
BFH
+$8.91M
5
UA icon
Under Armour Class C
UA
+$7.68M

Sector Composition

1 Financials 21.88%
2 Industrials 14.41%
3 Healthcare 11.71%
4 Consumer Discretionary 11.67%
5 Technology 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
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0
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494
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495
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496
-99,605
497
$0 ﹤0.01%
+207,685
498
0
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500
-372,000