CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+4.24%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$145M
AUM Growth
+$145M
(+0.99%)
Cap. Flow
-$4.5M
Cap. Flow
% of AUM
-3.11%
Top 10 Holdings %
Top 10 Hldgs %
50.5%
Holding
67
New
–
Increased
25
Reduced
33
Closed
8
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.69M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.54M |
| 3 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$1.47M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.12M |
| 5 |
Apple
AAPL
|
$684K |
Sector Composition
| 1 | Financials | 0.32% |
| 2 | Consumer Discretionary | 0.22% |
| 3 | Technology | 0% |
