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
$905M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$2.19M
3 +$1.39M
4
SCHW icon
Charles Schwab
SCHW
+$718K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$600K

Top Sells

1 +$2.29M
2 +$874K
3 +$607K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$430K
5
HD icon
Home Depot
HD
+$410K

Sector Composition

1 Technology 11.96%
2 Healthcare 6.5%
3 Financials 5.56%
4 Consumer Staples 4.58%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-2,750
302
-35,933