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
$715M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.58M
3
+$6.47M
4
JPM icon
JPMorgan Chase
JPM
+$6.33M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.32M

Top Sells

1
+$9.65M
2
+$8.79M
3
+$7.67M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.21M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.44M

Sector Composition

1 Technology 9.63%
2 Healthcare 8.1%
3 Financials 6.15%
4 Consumer Staples 6.13%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$35K ﹤0.01%
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$9K ﹤0.01%
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