CC
Courier Capital Portfolio holdings
AUM $1.65B
1-Year Return
14.16%
This Quarter Return
+8.77%
1 Year Return
+14.16%
3 Year Return
+51.56%
5 Year Return
+91.28%
10 Year Return
+181.95%
AUM
$852M
AUM Growth
+$84.2M
(+11%)
Cap. Flow
-$4.84M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
36.89%
Holding
303
New
15
Increased
87
Reduced
118
Closed
11
Top Buys
Top Sells
| 1 |
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
|
+$3.54M |
| 2 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
+$2.58M |
| 3 |
Align Technology
ALGN
|
+$1.36M |
| 4 |
Apple
AAPL
|
+$946K |
| 5 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
+$428K |
Sector Composition
| 1 | Technology | 11.47% |
| 2 | Healthcare | 7.55% |
| 3 | Financials | 6.57% |
| 4 | Consumer Staples | 4.77% |
| 5 | Industrials | 4.64% |