CC

Courier Capital Portfolio holdings

AUM $1.75B
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$9.38M
3 +$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.97M
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$2.62M

Sector Composition

1 Technology 7.01%
2 Consumer Staples 5.52%
3 Healthcare 5.44%
4 Financials 5.12%
5 Energy 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,303
277
-4,674
278
-5,520
279
-9,800