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
$179M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.75M
3
+$1.33M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$585K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$544K

Top Sells

1
+$1.54M
2
+$318K
3
+$231K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$114K
5
MMM icon
3M
MMM
+$96.1K

Sector Composition

1 Technology 2.89%
2 Financials 1.2%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.66%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
51
Medtronic
MDT
$124B
$225K 0.13%
+2,340
TRV icon
52
Travelers Companies
TRV
$60.1B
$217K 0.12%
+749
VTI icon
53
Vanguard Total Stock Market ETF
VTI
$582B
$217K 0.12%
647
-339
JBND icon
54
JPMorgan Active Bond ETF
JBND
$5.61B
$216K 0.12%
+3,986
NVDY icon
55
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.58B
$187K 0.1%
12,794
PLBY icon
56
Playboy Inc
PLBY
$207M
$35K 0.02%
18,596
MSTR icon
57
Strategy Inc
MSTR
$50.3B
– –
-717
BNDW icon
58
Vanguard Total World Bond ETF
BNDW
$1.55B
– –
-4,567
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3