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Home > Institutional Investor > Curi Capital > Profile

Instuitional Investor - Curi Capital

Fund Profile
Filing Period:
Fund Name: Curi Capital
Portfolio Value $723,871,300
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,250,010 $70,500,580 9.73%
2.
Ishares Trust
 IEF 135,034 $64,496,265 8.9%
3.
Ishares Trust
 IEF 584,098 $47,919,378 6.61%
4.
Schwab Strategic Trust
 FNDF 329,941 $24,851,161 3.43%
5.
Ishares Inc
 401,504 $22,247,310 3.07%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)