KA

Kure Advisory Portfolio holdings

AUM $179M
1-Year Est. Return 15.97%
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$1.82M
3
+$1.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$942K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$864K

Top Sells

1
+$747K
2
+$727K
3
+$709K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$635K
5
MDT icon
Medtronic
MDT
+$534K

Sector Composition

1 Technology 2.72%
2 Financials 0.82%
3 Consumer Staples 0.53%
4 Communication Services 0.45%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$439K 0.29%
773
+12
27
$425K 0.28%
429
+46
28
$421K 0.28%
6,068
-10,489
29
$377K 0.25%
+7,272
30
$345K 0.23%
1,136
+64
31
$307K 0.2%
3,335
32
$301K 0.2%
8,585
+9
33
$297K 0.2%
2,751
+9
34
$295K 0.2%
+1,071
35
$292K 0.19%
1,008
-7
36
$286K 0.19%
+708
37
$264K 0.18%
358
+4
38
$253K 0.17%
3,713
-430
39
$239K 0.16%
1,018
+9
40
$237K 0.16%
1,339
41
$220K 0.15%
4,867
+8
42
$218K 0.14%
1,236
-92
43
$205K 0.14%
+12,222
44
$200K 0.13%
+6,925
45
$30.1K 0.02%
18,596
46
$774 ﹤0.01%
+15,000
47
– –
-5,944
48
– –
-27,764
49
– –
-13,718
1
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