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
$117M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$746K
3
+$411K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$360K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$323K

Top Sells

1
+$13.9M
2
+$9.83M
3
+$4.48M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.23M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.06M

Sector Composition

1 Technology 1.63%
2 Healthcare 0.69%
3 Financials 0.63%
4 Real Estate 0.45%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
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