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| Name: |
Curi Capital |
| City: |
Raleigh |
| State: |
NC |
| Zip: |
27609 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SYY |
SYSCO Corp |
25 |
New |
$75.89 |
$9,631,000 |
131,700 |
1.33% |
9,631,000 |
131,700 |
0.026 |
Food Wholesale |
|
|
USFD |
Us Foods Holding Corp. |
31 |
New |
$54.53 |
$8,623,000 |
189,892 |
1.19% |
8,623,000 |
189,892 |
0.077 |
N/A |
|
|
PFGC |
Performance Food Group Co |
40 |
New |
$70.39 |
$6,131,000 |
88,660 |
0.85% |
6,131,000 |
88,660 |
0.054 |
N/A |
|
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MBB |
iShares Barclays MBS Bond |
57 |
New |
$91.28 |
$1,344,000 |
14,289 |
0.19% |
1,344,000 |
14,289 |
0.002 |
Closed - End Fund - E... |
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BUFR |
First Tr Exchng Traded Fd Vi |
118 |
New |
$0.00 |
$323,000 |
12,149 |
0.04% |
323,000 |
12,149 |
0.013 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
132 |
New |
$181.66 |
$246,000 |
1,446 |
0.03% |
246,000 |
1,446 |
0 |
Closed - End Fund - Debt |
|
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RNST |
Renasant Corp |
136 |
New |
$30.97 |
$240,000 |
7,115 |
0.03% |
240,000 |
7,115 |
0.013 |
Domestic Regional Banks |
|
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VOE |
Vanguard Mid-Cap Value ETF |
141 |
New |
$154.61 |
$232,000 |
1,597 |
0.03% |
232,000 |
1,597 |
0.002 |
Closed - End Fund - E... |
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XLI |
SPDR Industrial Sector |
145 |
New |
$125.12 |
$222,000 |
1,950 |
0.03% |
222,000 |
1,950 |
0.001 |
Closed - End Fund - E... |
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NOW |
Servicenow, Inc. |
153 |
New |
$721.62 |
$212,000 |
300 |
0.03% |
212,000 |
300 |
0 |
Information Technolog... |
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