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KA
Kure Advisory Portfolio holdings
AUM
$184M
1-Year Est. Return
16.02%
This Fund
S&P 500
This Quarter
Est. Return
-2.39%
1 Year Est. Return
+16.02%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
102.85%
Top 10 Holdings %
Top 10 Hldgs %
49.87%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$14.9M |
| 2 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$14.6M |
| 3 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$13.7M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$9.68M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$8.07M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.59% |
| 2 | Healthcare | 1.92% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Financials | 1.4% |
| 5 | Communication Services | 1.18% |
Similar funds
IFPL
GCGM
GWM
MIM
EFIC
SWMG
AAM
RFG
Kure Advisory's Q3 2023 Portfolio in Review
Q3 2023 is the first quarter with a 13F filing on record for Kure Advisory, which disclosed 102 positions worth $177M. Its ten largest holdings account for 50% of the portfolio.
Its largest position is Dimensional US Core Equity Market ETF: 479,074 shares worth $14.3M.
By sector, the portfolio is most concentrated in Technology at 4.6% of assets, followed by Healthcare and Consumer Discretionary.
- Kure Advisory's largest Q3 2023 buy was Dimensional US Core Equity Market ETF: 479,074 shares worth $14.3M.
- Kure Advisory's ten largest holdings make up 50% of its $177M portfolio in Q3 2023.
- Kure Advisory disclosed 102 positions in Q3 2023, its first 13F filing on record.
Based on Kure Advisory's 13F filing for Q3 2023, filed 24 Oct 2023.