CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
1-Year Return
9.72%
This Quarter Return
+0.94%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$169M
AUM Growth
+$3.57M
(+2.2%)
Cap. Flow
+$2.31M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
50.91%
Holding
66
New
–
Increased
40
Reduced
18
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$631K |
| 2 |
Schwab International Equity ETF
SCHF
|
$353K |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$257K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$175K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$155K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.38% |
| 2 | Financials | 0.31% |
| 3 | Industrials | 0.16% |
