KA

Kure Advisory Portfolio holdings

AUM $184M
1-Year Est. Return 16.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$330K
3
+$326K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$255K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$232K

Top Sells

1
+$19.4M
2
+$235K
3
+$213K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$66.8K
5
MDT icon
Medtronic
MDT
+$2.94K

Sector Composition

1 Technology 2.81%
2 Financials 0.94%
3 Healthcare 0.75%
4 Real Estate 0.5%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$365K 0.33%
1,958
+29
27
$350K 0.31%
395
+1
28
$348K 0.31%
1,230
-245
29
$342K 0.31%
2,915
-4
30
$338K 0.3%
2,472
-5
31
$323K 0.29%
8,559
+6
32
$294K 0.26%
3,335
33
$258K 0.23%
3,945
-1
34
$241K 0.22%
+1,001
35
$234K 0.21%
1,339
36
$222K 0.2%
+4,857
37
$206K 0.18%
1,245
+46
38
$206K 0.18%
+1,193
39
$204K 0.18%
+968
40
$204K 0.18%
+356
41
$14.1K 0.01%
18,596
+1
42
– –
-4,879
43
– –
-516,616
1
2