CRC

Curi RMB Capital Portfolio holdings

AUM $5.61B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.5M
3
+$16.1M
4
OLBK
Old Line Bancshares, Inc.
OLBK
+$12.2M
5
VCTR icon
Victory Capital Holdings
VCTR
+$9.75M

Top Sells

1
+$17.8M
2
+$13.2M
3
+$9.37M
4
BKU icon
Bankunited
BKU
+$8.28M
5
EQBK icon
Equity Bancshares
EQBK
+$8.14M

Sector Composition

1 Financials 27.84%
2 Technology 10.72%
3 Healthcare 10.46%
4 Industrials 10.33%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
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958
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961
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966
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