CC
Courier Capital Portfolio holdings
AUM
$1.78B
1-Year Est. Return
17.44%
This Fund
S&P 500
1 Year Est. Return
+17.44%
AUM
$1.78B
AUM Growth
+$35.3M
(+2%)
Holding
402
Top Buys
| 1 | +$7.09M | |
| 2 | +$4.52M | |
| 3 | +$3.48M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.23M |
| 5 |
Janus Henderson Securitized Income ETF
JSI
|
+$3.06M |
Top Sells
| 1 | +$6.52M | |
| 2 | +$5.37M | |
| 3 | +$3.59M | |
| 4 |
Apple
AAPL
|
+$3.16M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$3.13M |
Sector Composition
| 1 | Technology | 9.93% |
| 2 | Financials | 6.79% |
| 3 | Healthcare | 3.53% |
| 4 | Industrials | 3.26% |
| 5 | Communication Services | 2.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Air Products & Chemicals
APD
$57B
| – | – |
-1,555
|
|
||
402
Aflac
AFL
$57.9B
| – | – |
-2,597
|
|