CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+4.63%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$289M
AUM Growth
+$289M
(+9.4%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
4.9%
Top 10 Holdings %
Top 10 Hldgs %
61.2%
Holding
85
New
10
Increased
32
Reduced
26
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$517K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$437K |
| 3 |
Apple
AAPL
|
$420K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$113K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$91.3K |
Sector Composition
| 1 | Technology | 0.76% |
| 2 | Financials | 0.62% |
| 3 | Consumer Discretionary | 0.6% |
| 4 | Industrials | 0.57% |
| 5 | Energy | 0.43% |
