CC
Courier Capital Portfolio holdings
AUM
$1.65B
1-Year Return
14.16%
This Quarter Return
+0.9%
1 Year Return
+14.16%
3 Year Return
+51.56%
5 Year Return
+91.28%
10 Year Return
+181.95%
AUM
$401M
AUM Growth
–
Cap. Flow
+$401M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.31%
Holding
272
New
272
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$23.8M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$18.7M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$18M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$14.1M |
| 5 |
Vanguard Value ETF
VTV
|
+$11.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.4% |
| 2 | Consumer Staples | 7.6% |
| 3 | Healthcare | 6.95% |
| 4 | Energy | 6.27% |
| 5 | Industrials | 6.14% |
