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Curasset Capital Management Limited Term Income Fund (CMIFX) is an MF managed by Independent / Boutique. Its largest position is DEFAULT (CRVNA), representing 15.38% of fund assets.

Curasset Capital Management Limited Term Income Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
CMIFX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 14, 2026
Showing 50 out of 126 holdings
Holding Weight Market Value Shares
-
DEFAULT
15.38% $56,116,457.40 56,116,457
-
DEFAULT
0.72% $2,624,917.74 2,620,000
-
DEFAULT
0.58% $2,119,874.40 2,100,000
-
BRIDGECREST LENDING AUTO SECURITIZATION TRUST
0.45% $1,654,657.95 1,650,000
-
DEFAULT
0.45% $1,654,507.80 1,650,000
-
DEFAULT
0.45% $1,650,030.40 1,600,000
-
DEFAULT
0.43% $1,582,209.41 11,929,408
-
DEFAULT
0.38% $1,373,625.00 1,375,000
-
DEFAULT
0.35% $1,261,316.66 2,250,000
-
DEFAULT
0.34% $1,224,724.55 1,221,685
-
DEFAULT
0.33% $1,197,960.00 3,200,000
-
DEFAULT
0.31% $1,128,938.90 1,150,000
-
DEFAULT
0.30% $1,112,112.10 1,100,000
-
DEFAULT
0.30% $1,104,510.00 1,100,000
-
DEFAULT
0.30% $1,095,270.00 1,100,000
-
DEFAULT
0.29% $1,060,315.63 1,100,000
-
DEFAULT
0.29% $1,056,720.00 1,120,000
-
DEFAULT
0.29% $1,055,929.77 1,941,250
-
DEFAULT
0.28% $1,015,536.52 1,001,000
-
DEFAULT
0.27% $999,452.00 1,000,000
-
DEFAULT
0.27% $986,938.16 1,040,000
-
DEFAULT
0.26% $945,481.04 1,100,000
-
DEFAULT
0.26% $941,256.66 962,500
-
VOYA CLO
0.25% $903,292.88 901,310
-
FREDDIE MAC - STACR
0.24% $870,651.77 1,160,000
-
DEFAULT
0.24% $869,542.01 1,600,000
-
DEFAULT
0.24% $867,986.84 1,100,000
-
DEFAULT
0.24% $864,875.82 1,730,000
-
DEFAULT
0.23% $852,630.44 1,002,000
-
DEFAULT
0.23% $842,061.83 825,000
-
FANNIE MAE - CAS
0.21% $775,845.04 2,605,000
-
DEFAULT
0.21% $771,327.12 2,200,000
-
DEFAULT
0.20% $740,145.00 1,060,000
-
DEFAULT
0.19% $686,717.22 1,200,000
-
DEFAULT
0.19% $686,574.95 684,241
-
DEFAULT
0.18% $671,334.59 1,100,000
-
DEFAULT
0.18% $648,520.44 726,000
-
DEFAULT
0.17% $638,391.11 2,000,000
-
DEFAULT
0.17% $618,600.66 2,200,000
-
DEFAULT
0.16% $600,159.46 1,000,000
-
DEFAULT
0.16% $598,662.84 600,000
-
DEFAULT
0.15% $558,593.75 550,000
-
DEFAULT
0.15% $553,025.00 550,000
-
DEFAULT
0.15% $552,496.00 560,000
-
DEFAULT
0.15% $551,695.65 550,000
-
DEFAULT
0.15% $550,950.40 550,000
-
DEFAULT
0.15% $549,982.40 550,000
-
DEFAULT
0.15% $547,291.80 550,000
-
DEFAULT
0.15% $546,206.45 1,781,119
-
DEFAULT
0.15% $541,341.35 550,000
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