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 | +$6.99M | |
| 2 | +$4.53M | |
| 3 | +$3.48M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.25M |
| 5 |
Janus Henderson Securitized Income ETF
JSI
|
+$3.07M |
Top Sells
| 1 | +$6.45M | |
| 2 | +$5.38M | |
| 3 | +$3.57M | |
| 4 |
Apple
AAPL
|
+$3.12M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.86M |
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
Clorox
CLX
$13.6B
| – | – |
-2,485
|
|
||
402
DuPont de Nemours
DD
$18.6B
| – | – |
-12,098
|
|