CC

Courier Capital Portfolio holdings

AUM $1.78B
1-Year Est. Return 17.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.2M
3
+$1.07M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$774K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$655K

Top Sells

1
+$3.89M
2
+$1.78M
3
+$1.68M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.67M
5
V icon
Visa
V
+$1.67M

Sector Composition

1 Technology 11.98%
2 Healthcare 8.2%
3 Consumer Staples 5.33%
4 Financials 5.17%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
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