CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
-1.19%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$134M
AUM Growth
+$134M
(+0.58%)
Cap. Flow
+$2.45M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
45.08%
Holding
58
New
2
Increased
24
Reduced
29
Closed
1
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.95M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.34M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$593K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$395K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$324K |
Top Sells
Sector Composition
| 1 | Technology | 0.44% |
| 2 | Financials | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| $395K | 0.29% |
+2,900
| New | +$395K |
|
52
iShares Core S&P Small-Cap ETF
IJR
$84.4B
| $336K | 0.25% |
5,694
-56
| -1% | -$3.31K |
|
53
iShares Core S&P Mid-Cap ETF
IJH
$99.4B
| $315K | 0.23% |
10,500
-1,240
| -11% | -$37.2K |
|
54
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $286K | 0.21% |
1,624
| – | – |
|
55
iShares US Real Estate ETF
IYR
$3.7B
| $248K | 0.18% |
3,475
-539
| -13% | -$38.5K |
|
|
BSCM
56
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $212K | 0.16% |
+10,265
| New | +$212K |
|
57
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.6B
| $202K | 0.15% |
3,950
-541
| -12% | -$27.7K |
|
|
58
Berkshire Hathaway Class A
BRK.A
$1.08T
| – | – |
-2,800
| Closed | -$404K |
|