CC

Courier Capital Portfolio holdings

AUM $1.79B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.62M
3
+$2.36M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.9M
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$1.63M

Top Sells

1
+$2.81M
2
+$2.47M
3
+$1.21M
4
BSCD
CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF
BSCD
+$1.05M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$939K

Sector Composition

1 Technology 8.42%
2 Consumer Staples 6.71%
3 Healthcare 6.52%
4 Industrials 6.37%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
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