CC
Courier Capital Portfolio holdings
AUM
$1.65B
1-Year Return
14.16%
This Quarter Return
+6.32%
1 Year Return
+14.16%
3 Year Return
+51.56%
5 Year Return
+91.28%
10 Year Return
+181.95%
AUM
$1.05B
AUM Growth
+$61.1M
(+6.2%)
Cap. Flow
+$110K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
36.52%
Holding
321
New
10
Increased
84
Reduced
154
Closed
8
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$2.54M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$2.12M |
| 3 |
XXII
22nd Century Group
XXII
|
+$1.08M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$768K |
| 5 |
Vanguard Value ETF
VTV
|
+$638K |
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Healthcare | 6.15% |
| 3 | Financials | 6.01% |
| 4 | Consumer Staples | 4.22% |
| 5 | Industrials | 3.75% |
