CC

Courier Capital Portfolio holdings

AUM $1.78B
1-Year Est. Return 17.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$782M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$1.06M
3 +$862K
4
AMGN icon
Amgen
AMGN
+$727K
5
CTVA icon
Corteva
CTVA
+$531K

Top Sells

1 +$4.6M
2 +$1.3M
3 +$923K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$588K
5
JNJ icon
Johnson & Johnson
JNJ
+$512K

Sector Composition

1 Technology 10.21%
2 Healthcare 7.57%
3 Financials 6.43%
4 Consumer Staples 5.28%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-805
302
-2,180