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
$177M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$14.6M
3 +$13.7M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.59%
2 Healthcare 1.92%
3 Consumer Discretionary 1.4%
4 Financials 1.4%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$51.8K 0.03%
+16,279
102
$43.5K 0.02%
+21,523