CC
Courier Capital Portfolio holdings
AUM
$1.65B
1-Year Return
14.16%
This Quarter Return
+3.53%
1 Year Return
+14.16%
3 Year Return
+51.56%
5 Year Return
+91.28%
10 Year Return
+181.95%
AUM
$525M
AUM Growth
+$19.3M
(+3.8%)
Cap. Flow
+$2.71M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
40.34%
Holding
281
New
10
Increased
66
Reduced
140
Closed
22
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$12.2M |
| 2 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$9.38M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$3.08M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.97M |
| 5 |
iShares MSCI Europe Small-Cap ETF
IEUS
|
+$2.62M |
Top Sells
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Consumer Staples | 5.52% |
| 3 | Healthcare | 5.44% |
| 4 | Financials | 5.12% |
| 5 | Energy | 4.22% |
